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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.

Modeling data in Constellation applications

  • Module

    Modeling data in Constellation applications

    4 Topics

    55 mins

    Pega Platform '23 Visible to: All users
  • Examine the important relationship between the Case Type Data Model, Field Types, and the Constellation UI.

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...

Adding a new property to an existing entity

Configuring a coaching tip

Configuring a common phrase

Configuring customer verification

Creating a composite tab

Creating a new entity

Customizing the user interface for agents

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