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Modifying an existing service request type
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Challenge
Modifying an existing service request type
1 Task
5 mins
Pega Customer Service 8.7 -
U+ Insurance wants to modify the user interface of its existing Change Beneficiary service request case type. During the intake stage, when selecting...
Refactoring an existing service request type with a parallel flow
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Challenge
Refactoring an existing service request type with a parallel flow
4 Tasks
15 mins
Pega Customer Service 8.7 -
U+ Insurance wants to update their File a Complaint service request to be DX compliant. The update allows a regional team of CSRs to submit DX...
Routing email based on content
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Challenge
Routing email based on content
4 Tasks
15 mins
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U+ is a major company in the financial industry that wants to improve engagement with customers. U+ has recently opened an email channel where...
Suggesting a reply based on email content
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Challenge
Suggesting a reply based on email content
4 Tasks
15 mins
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Your team asks you to update the Pega Customer Service™ email channel. The team wants to add a suggested reply for when a customer sends an email and...
Suggesting a service case using Customer Decision Hub
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Challenge
Suggesting a service case using Customer Decision Hub
2 Tasks
15 mins
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You are configuring a Pega Customer Service™ application for U+ Bank. The bank wants to sign up high-value customers, those with a Customer Lifetime...
Updating a dialog
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Challenge
Updating a dialog
1 Task
15 mins
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U+ Bank wants their CSRs to be more formal when interacting with customers. You have been asked to update the dialog in the Address Change service...
Use Case - Creating a new contact policy
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Challenge
Use Case - Creating a new contact policy
2 Tasks
1 hr
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The migration of the applications to the Business Operations environment (BOE) is complete, and the change management process can begin. Now, all...