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Enriching data with third party providers

  • Module

    Enriching data with third party providers

    2 Rubriques

    20 mins

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • Data enrichment and eBusiness Services architecture improve automation and customer satisfaction. Learn how the Encompass integration improves data...

Simulating an external data source

Field values

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.

Initiating a call from a messaging interaction

  • Module

    Initiating a call from a messaging interaction

    1 Rubrique

    10 mins

    Pega Customer Service 8.8 Visible to: All users
  • Customer service representatives (CSRs) resolve customer queries by initiating calls during chat interactions. When a customer becomes unavailable to...

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...

Setting chat and messaging behavior

Adding an external data source to a data type

Adding data records to a data object

Adding fields to Views

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