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Exchanging data with other applications

Simulating an external data source

Field values

Integration setting management

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.

Integrating external data

  • Module

    Integrating external data

    2 Topics

    20 mins

    Pega Customer Service 8.8 Visible to: All users
  • In this module, you learn how to integrate external data into a Pega Customer Service application. You will connect to a REST service that contains...

Keyed Data Pages

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...

Securing and auditing data

Security Checklist awareness

  • Module

    Security Checklist awareness

    1 Topic

    20 mins

    Platform Visible to: All users
    • What is the Security Checklist?
    • How do I access the Security Checklist?
    • How to use the Security Checklist?/What is the purpose?
    • What happens if I...

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