Configuring real-time containers
Configure real-time containers to make use of decisioning functionalities and implement the Customer Relationship Management solution in Pega Customer Decision Hub for Financial Services.
You can make use of the following decisioning functionalities:
- The Next-Best-Action widget in the Customer Service interaction portal
- The Self-Service Advisor window
- The Web Self-Service banner images
- The Sales Automation Top Offers for Sales Rep widget
- The Sales Automation Next-Best-Action widget
- In the Pega Customer Decision Hub portal, click and go to the Containers tab.
- Configure the following real-time containers to enable these
functionalities:For more information about the configuration, see the Pega Customer Decision Hub for Financial Services 8.5 User Guide on the Pega Customer Decision Hub for Financial Services product page.
Real-time container Intergated application Description HandleServiceTask Pega Customer Service for Financial Services Returns next best service recommendations for the Self-Service Advisor functionality in Pega Customer Service for Financial Services. SelectChannels Pega Customer Service for Financial Services Returns the recommended contact channel for a customer in the Self-Service Advisor functionality in Pega Customer Service for Financial Services. PrioritizeOffer Pega Customer Service for Financial Services Returns top offer for the Self-Service Advisor functionality in Customer Service for Financial Services. SalesOffersForProspects Pega Customer Service for Financial Services Returns top offers for the Web-Self-Service functionality in Pega Customer Service for Financial Services for a non-authenticated, unidentifiable customer/prospect. TopOffersforSalesRep Sales Automation for Financial Services Returns top offers on the Sales Representative portal in Sales Automation for Financial Services. This is offers for a sales representative to suggest to prospects. TopOffersWSS Pega Customer Service for Financial Services Returns top offers for a web self-service page. TopOffers Pega Customer Service for Financial Services and Pega Sales Automation for Financial Services Returns top offers to Pega Customer Service for Financial Services and Pega Sales Automation for Financial Services. This is a legacy real-time container. NextBestAction Pega Customer Service for Financial Services Returns top service recommendations and top offers in the advisor widget located in the bottom left hand corner of the Customer Service Sales Rep portal.
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