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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 the agents can insert preapproved phrases into their responses to...
Configuring Constellation applications
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Module
Configuring Constellation applications
7 Rubriques
1h 33 mins
Pega Platform 8.8 -
Note: In an effort to simplify concepts and improve understanding about feature improvements, Pega has bundled all new UI technology under a new name...
Configuring Digital Messaging Manager
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Module
Configuring Digital Messaging Manager
8 Rubriques
1h 10 mins
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The Digital Messaging Manager lets you add chat connections and social messaging platforms to your Digital Messaging channel interface. The Digital...
Creating a child Case
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Module
Creating a child Case
1 Rubrique
15 mins
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Create child Cases to model work that different parties perform, work that follows different reporting options, work that follows different reporting...
Creating a data relationship
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Module
Creating a data relationship
2 Rubriques
30 mins
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Create data objects to model the attributes of an entity and establish a common context for a group of fields. Create a data relationship in a Case...
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...
Creating Customer Service data sources
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Module
Creating Customer Service data sources
1 Rubrique
10 mins
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You use Customer Service data sources to add external data objects into the Pega Customer Service™ application. Within data sources, you can specify...
Creating Data Objects
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Module
Creating Data Objects
3 Rubriques
30 mins
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Create Data Objects to model the attributes of an entity and establish a common context for a group of fields. Create a data relationship with a...
Defining a customer Microjourney
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Module
Defining a customer Microjourney
5 Rubriques
50 mins
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Learn how Case Types represent a customer Microjourney™ from beginning to a desired outcome. Design the life cycle of a Case Type as a series of Steps...
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...