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Defining a reporting strategy
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Module
Defining a reporting strategy
4 Rubriques
1h 55 mins
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Defining a reporting strategy goes beyond creating reports in Pega Platform™. Many organizations use a data warehousing solution and have distinct...
Designing reports with multiple sources
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Module
Designing reports with multiple sources
4 Rubriques
55 mins
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Learn three techniques to create a report that references data from multiple classes: combining data in a report by creating subreports, configuring...
Form autofill
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Module
Form autofill
3 Rubriques
20 mins
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Learn how to configure Form Autofill to help CSRs complete the forms associated with a case type. Voice AI detects entities in the live customer...
Initiating a call from a messaging interaction
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Module
Initiating a call from a messaging interaction
1 Rubrique
10 mins
Pega Customer Service 8.8 -
Customer service representatives (CSRs) resolve customer queries by initiating calls during chat interactions. When a customer becomes unavailable to...
Monitoring your contact center with Insights
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Module
Monitoring your contact center with Insights
2 Rubriques
15 mins
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Pega Customer Service™ provides various ways for managers to observe and monitor the application and performance of the call center. You will learn...
Pega Voice AI introduction
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Module
Pega Voice AI introduction
2 Rubriques
25 mins
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Pega Voice AI assists service and sales representatives during live phone interactions by suggesting actions based on real-time analysis of the...
Presenting suggestions for agents
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Module
Presenting suggestions for agents
4 Rubriques
35 mins
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Script adherence
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Module
Script adherence
3 Rubriques
20 mins
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Learn how to configure script adherence to help CSRs deliver the prescribed script during a live conversation. You configure scripts in the dialogs...
Setting chat and messaging behavior
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Module
Setting chat and messaging behavior
4 Rubriques
35 mins
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Chat and messaging configuration options define the properties for all the individual channels that support conversations between customer service...
Suggested cases
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Module
Suggested cases
3 Rubriques
25 mins
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Learn how to configure a suggested case in the Voice AI channel. A suggested case provides guidance to the CSR on how to resolve a customer request.