Configuring survey selection
With Pega Customer Service, you can differentiate surveys first by work type (the class name that the survey applies to) and then by decision rules that specify custom criteria.
For example, you want your high-value customers to receive different satisfaction surveys from those received by standard customers. Entry-level CSRs and experienced CSRs could be evaluated using two different surveys.- In the navigation pane of Dev Studio, click App and then click .
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Select one of the following instances and save it to your ruleset.
- CADetermineQualitySurvey — sample quality review survey
- CADetermineSatisfactionSurvey — sample customer satisfaction survey
- On the Decision tab, enter the decision criteria and the name of the survey that you want to display.
- Click Save.
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