Pega Customer Service Reference Guide Iii
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Pega Customer Service 7.1.4 Version REFERENCE GUIDE © Copyright 2015 Pegasystems Inc., Cambridge, MA All rights reserved. Trademarks For Pegasystems Inc. trademarks and registered trademarks, all rights reserved. Other brand or product names are trademarks of their respective holders. Consult the 718ThirdPartyLicense.pdf file on the installation media for information about the software delivered with the product. Notices This publication describes and/or represents products and services of Pegasystems Inc. It may contain trade secrets and proprietary information that are protected by various federal, state, and international laws, and distributed under licenses restricting their use, copying, modification, distribution, or transmittal in any form without prior written authorization of Pegasystems Inc. This publication is current as of the date of publication only. Changes to the publication may be made from time to time at the discretion of Pegasystems Inc. 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One Rogers Street Cambridge, MA 02142-1209 USA Phone: (617) 374-9600 Fax: (617) 374-9620 www.pega.com Document: PegaCS Reference Guide Software Version: 7.1.4 Updated: August 2015 CONTENTS About this Document .......................................................................................... 1 Intended Audience .......................................................................................... 1 Documentation Set .......................................................................................... 1 Guide Organization ......................................................................................... 2 Chapter 1 Overview ............................................................................................. 3 Optimized Interaction Management ................................................................ 3 Smart Scripting and Guided Next-Step Processing ........................................ 3 Context-Sensitive User Interface ..................................................................... 3 “One-and-Done” Service Process Automation ................................................ 4 Multi-Channel Support ..................................................................................... 4 Mobile Access ................................................................................................. 4 Co-Browse ....................................................................................................... 4 Social Engagement ......................................................................................... 4 Intelligent Sales and Marketing Campaigns .................................................... 5 Value-Based Service Level Management ....................................................... 5 Knowledge Management ................................................................................. 5 Quality Performance Management .................................................................. 5 Real-Time Analytics and Reporting ................................................................. 5 PegaCALL™ and Customer Process Manager™ ........................................... 5 PegaCHAT and PegaCS ................................................................................. 6 Chapter 2 Existing Setup .................................................................................... 7 PegaCS System Administrator Account .......................................................... 7 Documenting Your Application ........................................................................ 8 RuleSet Hierarchy ........................................................................................... 9 Key PegaCS RuleSets .................................................................................. 10 PegaCS Application Definitions ..................................................................... 11 MyCoCA .................................................................................................. 11 PegaCS ................................................................................................... 11 PegaChannelServices ............................................................................. 11 Key PegaCS Work Classes ........................................................................... 12 Key PegaCS Data Classes ........................................................................... 13 Inheriting from PegaCS Classes ................................................................... 14 Configuring the Class Structure .............................................................. 14 Displaying the Class Structure ................................................................ 15 Configuring PegaCS Application Settings ..................................................... 16 Predefined Organizations, Divisions and Units ............................................. 18 Work Object Prefixes and Naming Conventions ........................................... 18 Pega Customer Service Reference Guide iii Work Groups and Workbaskets .................................................................... 19 Operators and Access Groups ...................................................................... 20 Access Roles and Privileges ......................................................................... 20 PegaCS User Portals .................................................................................... 21 Using PegaCS Portals after a 7.1.3 Upgrade .......................................... 21 Interaction Portal for Customer Service Representatives ........................ 22 Account Manager Portal .......................................................................... 24 PegaCS Tables in the PegaRULES Database .............................................. 25 Work tables ............................................................................................. 25 Rule and data tables ............................................................................... 25 Pega Knowledge tables ........................................................................... 26 PegaCALL tables .................................................................................... 26 Sample Database Tables for PegaCS Integration ........................................ 27 PegaCS Agents ............................................................................................. 27 Chapter 3: Modifying the PegaCS User Interface .......................................... 29 Understanding PegaCS Portals and Navigation Methods ............................. 30 PegaCS Portal Types .................................................................................... 30 Interaction Portal ..................................................................................... 30 PegaCS Mobile ....................................................................................... 31 Account Manager Portal .......................................................................... 32 Functional Comparison of PegaCS Interaction and Account Manager Portal Types ....................................................................................................... 33 Understanding PegaCS Portal Skins and Styles ..................................... 34 Extending and Customizing the PegaCS Styles...................................... 34 Configuring PegaCS Portals ......................................................................... 35 Understanding Key Portal Components ........................................................ 35 Configuring Portal Headers ........................................................................... 36 To customize the portal header controls ................................................. 36 Configuring the My Favorites Gadget ............................................................ 37 Adding a Data Source as a Favorite ......................................................