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Application essentials

Building a Data Model for Business Architects

Configuring common phrases for agents

Customizing the customer service user interface

  • Module

    Customizing the customer service user interface

    2 Topics

    15 mins

    Visible to: All users
  • 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...

Guiding a customer service agent with dialogs

  • Module

    Guiding a customer service agent with dialogs

    2 Topics

    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.

Presenting suggestions for agents

  • Module

    Presenting suggestions for agents

    4 Topics

    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...

Configuring a coaching tip

Configuring a common phrase

Customizing the user interface for agents

Importing customer data from a CSV

  • Challenge

    Importing customer data from a CSV

    2 Tasks

    10 mins

    Visible to: All users
  • U+ Bank wants to improve the experience of its customers with predictive and adaptive analytical models that drive personalized decisions. Following...

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