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Building a self-service application

Updated on July 14, 2020

Build a self-service application on top of the Customer Service self-service application, if you want chatbots to automatically handle initial customer interaction with contextual, bot-driven guidance.

The Self-Service application focuses on helping your customer by providing the

After you create a new ruleset for your customer self-service application, you then build the self-service application on the top of your Pega Customer Service implementation.
  1. In the header of Dev Studio, click the Application menu, and then click Switch ApplicationCS Self-Service.
  2. In the navigation pane of Dev Studio, click Records > Application Definition > Application.
  3. Search for and select the CSSelfService 8 application.
  4. On the Edit Application: CS Self-Service page, click Save as.
  5. On the Create Application form, enter values in the following fields:
    • In the Label field, enter a name for the self-service application that you want to create.
    • In the Version field, enter a version number for your self-service application.
  6. Click Create and open.
    Result: The Edit Application page opens for you to customize the Self-Service application.
  7. On the Edit Application page, on the Definition tab, in the Built-on applications section, replace the name in the CustomerService row with the name of your Customer Service implementation application.
    1. On the Definition tab, in the Application rulesets section, click the Add ruleset link, and then enter the ruleset name that you create for the self-service application.
      Result: Your self-service application is successfully created.
  • Previous topic Creating a new ruleset for the self-service application
  • Next topic Creating access groups for self-service applications

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