Efficient wrap-up in Pega Customer Service
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Using the interaction wrap-up feature
Wrap up is a critical component of an interaction in Customer Service. The wrap-up flow is designed to not only resolve the interaction case, but it can also provide a concise summary of the actions and activities that occurred during an interaction. This article talks about best practices and patterns for using and configuring wrap-up.
There are two ways to handle wrap up in Customer Service.
When the most important priority is to reduce handle time and make the CSR available for the next interaction, the system can be configured to use 'Quick Wrap-up'. 'Quick Wrap Up' is designed to eliminate the wrap up step altogether. When this option is configured, the wrap up screen is skipped, the interaction is resolved and closed and the CSR focus is moved to the next tab in their application. Default selections are made for the Reason for Interaction, and the CSR is not presented with a summary screen or the opportunity to create notes on the interaction.
'Quick wrap up' is configured as a setting on the interaction driver rule. Instructions to enable this feature can be found in the community documentation.
Wrap-up best practices
Automatically set the 'Reason for Interaction'
The 'Reason for Interaction' field should be populated by the application automatically. The application can be configured to use the first action, last action or longest running case as the primary reason for interaction. Configure this setting to reduce the need for CSR's to change the reason drop down. Setting this value will also allow reporting based on the reasons customers are contacting your organization - this data can be used to find ways to improve your operational efficiency through improved automation.
Reduce or eliminate the need for manual note taking
Wrap up is intended to show a concise summary of the actions taking during the interaction. By creating tasks, and by using features like 'Express Inquiry', the system will automatically record all the actions during the interaction and present it on the wrap up screen and when the interaction is reviewed by a user in the future. This is a more accurate, concise and consistent summary than manual note-taking. Notes take time to write, are subjective, and take longer to read and interpret when needed. Leveraging out of the box wrap up features will reduce the need to take notes and provide a faster and more efficient experience for CSR's and customers.
Enable collaboration using Pulse
Occasionally, notes are needed for complex scenarios. Using the Pulse widget allows CSR's to record notes and commentary, as well as tag other users for follow up and insight as needed. For long running interactions, this tool can be used to allow users to collaborate as well.
Avoid customizing the wrap up sub-flow
The wrap up process runs in a sub-flow to the interaction flow. Pega recommends using one of the two standard wrap up patterns and avoid customizing the flow. This will ensure compatibility with future upgrades of the application.