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Customizing the customer service user interface

  • Module

    Customizing the customer service user interface

    2 Rubriques

    15 mins

    Visible to: All users
  • Learn how to configure various aspects of the Pega Customer Service™ UI. Customize the layout for a service case, add a field to display, and modify...

Defining a reporting strategy

Designing reports with multiple sources

Guiding a customer service agent with dialogs

  • Module

    Guiding a customer service agent with dialogs

    2 Rubriques

    15 mins

    Visible to: All users
  • Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.

Monitoring your contact center with Insights

  • Module

    Monitoring your contact center with Insights

    2 Rubriques

    15 mins

    Visible to: All users
  • Pega Customer Service™ provides various ways for managers to observe and monitor the application and performance of the call center. You will learn...

Pega Support

  • Module

    Pega Support

    2 Rubriques

    25 mins

    Pega Cloud for Government Visible to: All users
  • Learn the basics of Pega Support and change management, including Scheduled Maintenance Windows, patches, updates, and the purpose of the Pega Change...

Presenting suggestions for agents

  • Module

    Presenting suggestions for agents

    4 Rubriques

    35 mins

    Visible to: All users
  • During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...

Reviewing log files

Refining an Agile Workbench backlog

Creating Insights for BAs

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