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Configuring common phrases for agents
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Module
Configuring common phrases for agents
1 Rubrique
10 mins
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Learn how to provide customer service agents with a set of common phrases so that, in any text-based channel, the agents can insert preapproved...
Creating custom tabs
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Module
Creating custom tabs
2 Rubriques
25 mins
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Learn how to create your own customer composite tabs. Customer composite tabs are used to display a logical group of information to a user in Pega...
Customizing the customer service user interface
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Module
Customizing the customer service user interface
2 Rubriques
15 mins
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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...
Tracking and auditing changes to data
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Module
Tracking and auditing changes to data
1 Rubrique
15 mins
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Pega Platform™ automatically tracks actions performed, such as which operators worked on a case and when. You can enhance this capability by using...
Guiding a customer service agent with dialogs
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Module
Guiding a customer service agent with dialogs
2 Rubriques
15 mins
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Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Implementing service requests
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Module
Implementing service requests
3 Rubriques
20 mins
Pega Customer Service 8.7 -
In this module, learn how to refactor your existing Pega Customer Service™ service requests by using the two recommended design methodologies. The...
Pega Customer Service Case Management Edition introduction
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Module
Pega Customer Service Case Management Edition introduction
3 Rubriques
20 mins
Pega Customer Service 8.7 -
Pega Customer Service™ Case Management Edition allows you to utilize the Pega Platform™ case management capabilities in your existing desktop and...
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...
Securing and auditing data
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Module
Securing and auditing data
2 Rubriques
30 mins
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Pega Platform™ provides multiple ways to ensure the integrity of and ability to audit application data. Applications automatically track Actions...
Security Checklist awareness
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Module
Security Checklist awareness
1 Rubrique
20 mins
Platform -
- What is the Security Checklist?
- How do I access the Security Checklist?
- How to use the Security Checklist?/What is the purpose?
- What happens if I...