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Screen pops

  • Module

    Screen pops

    2 Topics

    15 mins

    Visible to: All users
  • Learn how to use screen pops to provide a summary of information to agents when a call arrives.

Service requests

Telephony controls

  • Module

    Telephony controls

    2 Topics

    20 mins

    Visible to: All users
  • A customer service representative (CSR) logs into the telephony system and controls calls using the Pega Call™ desktop. Learn how the CSR uses the...

Training the email bot

Adding a new property to an existing entity

Configuring customer verification

Creating a case from an email

Creating a new service request

Modifying an existing service request type

  • Challenge

    Modifying an existing service request type

    1 Task

    5 mins

    Pega Customer Service 8.7 Visible to: All users
  • U+ Insurance wants to modify the user interface of its existing Change Beneficiary service request case type. During the intake stage, when selecting...

Routing email based on content

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