Customer Service methodolgy for agent interaction and 360 composite data placement
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Enter your topic description
A methodology to determine the importance, placement and visibility of data for an agent in a servicing application.
Use case examples
Provide a business example to help users understand the objective.
Before you begin
Is it necessary to plan anything in advance, or are external steps using other tools required to achieve the goal? If any specific configuration procedures (how-tos) exist on Pega Community pages, you can link to those assets here by providing the URL.
Process/Steps to achieve objective
What do individuals need to know to achieve the outcome? What do individuals need to know to achieve the outcome? Enter the precise steps to guide the user to achieving the desired outcome. Remember to always state where in the software the user must perform an action, before giving the action.
If “How To…” documents exist for specific configuration procedures please link (using the url) to those assets on the community **
What do you expect the user to see or be able to do after they complete this design pattern?