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Configuring a coaching tip
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Défi
Configuring a coaching tip
2 Tâches
15 mins
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You are a customer service representative (CSR) manager and have observed that your CSRs are making typos consistently when entering new addresses for...
Configuring a common phrase
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Défi
Configuring a common phrase
2 Tâches
15 mins
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Your company wants to set up a consistent greeting for customer service agents to use when sending emails to customers. The message thanks the...
Configuring business conditions
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Défi
Configuring business conditions
2 Tâches
5 mins
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U+ Bank identifies that many customer are missing their payment due dates, resulting in late fees and negative impact on their credit score. To...
Configuring customer verification
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Défi
Configuring customer verification
3 Tâches
15 mins
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The business wants to ensure that all customer service representative verify the identity of a customer at the start of an interaction. You have been...
Creating reports that combine data from multiple classes
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Défi
Creating reports that combine data from multiple classes
2 Tâches
30 mins
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The business partners in the Human Resources (HR) department request two reports.
The first report must track the progress of candidate Cases...
Creating an Insight
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Défi
Creating an Insight
2 Tâches
15 mins
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Stakeholders would like to know the number of Cases that have been requested over the past month. You have been asked to define a report to track the...
Creating a composite tab
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Défi
Creating a composite tab
2 Tâches
5 mins
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As a customer service app administrator, you must create a new tab to display the transaction history and statement for a contact in a separate tab.
...
Customizing the user interface for agents
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Défi
Customizing the user interface for agents
2 Tâches
15 mins
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You have been asked to make the following changes to the Pega Customer Service user interface, which is displayed when customer service representative...
Designating a relevant record
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Défi
Designating a relevant record
6 Tâches
30 mins
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The Human Resources (HR) department wants to allow HR business partners to update the start date for an employee while the onboarding case is open. If...
Leveraging reports in the contact center
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Défi
Leveraging reports in the contact center
4 Tâches
15 mins
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As a manager, you need to use reports to get visibility into the application. In this exercise, you will create and resolve service cases from both...