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Configuring a coaching tip
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Challenge
Configuring a coaching tip
2 Tasks
15 mins
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You are a customer service representative (CSR) manager and have observed that your CSRs are making typos consistently when entering new addresses for...
Configuring a common phrase
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Challenge
Configuring a common phrase
2 Tasks
15 mins
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Your company wants to set up a consistent greeting for customer service agents to use when sending emails to customers. The message thanks the...
Configuring customer verification
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Challenge
Configuring customer verification
3 Tasks
15 mins
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The business wants to ensure that all customer service representative verify the identity of a customer at the start of an interaction. You have been...
Creating reports that combine data from multiple classes
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Challenge
Creating reports that combine data from multiple classes
2 Tasks
30 mins
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The business partners in the Human Resources (HR) department request two reports.
The first report must track the progress of candidate Cases...
Creating an Insight
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Challenge
Creating an Insight
2 Tasks
15 mins
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Stakeholders would like to know the number of Cases that have been requested over the past month. You have been asked to define a report to track the...
Customizing the user interface for agents
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Challenge
Customizing the user interface for agents
2 Tasks
15 mins
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You have been asked to make the following changes to the Pega Customer Service user interface, which is displayed when customer service representative...
Exporting an application
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Challenge
Exporting an application
2 Tasks
30 mins
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Development of the HRApps application is complete. You are asked to migrate the application to a testing system. Quality assurance (QA testers)...
Merging a development Branch
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Challenge
Merging a development Branch
4 Tasks
30 mins
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The Payroll Setup Case Type provides automatic tax withholdings calculated based on the selected filing status. The current version of the Case Type...
Skimming a Ruleset
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Challenge
Skimming a Ruleset
3 Tasks
10 mins
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Your manager requests that you configure the filing status field in the Payroll Setup Case Type as a radio selection with Single and Married options...
Leveraging reports in the contact center
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Challenge
Leveraging reports in the contact center
4 Tasks
15 mins
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As a manager, you need to use reports to get visibility into the application. In this exercise, you will create and resolve service cases from both...