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Modifying the Interaction Portal UI

Updated on March 19, 2021

When users first access the Interaction Portal, they see the Home page, which typically contains information about the user, a menu along the left side, and various sections such as My cases and My workbaskets that display information to a customer service representative (CSR). You can customize the user interface and display any data that you have integrated into your application.

Pega Customer Service Implementation Guide Pega Customer Service Implementation Guide Pega Customer Service Implementation Guide Pega Customer Service Implementation Guide Pega Customer Service Implementation Guide

Configuring the user portals

To ensure a more effective user experience, determine the contents of the Interaction Portal and, if applicable, the Back Office Operations portal. Also, determine how all users will enter the application.

  1. In the header of Dev Studio, click Launch web interfaceInteraction Portal.
  2. Open the Dashboard section.
  3. To edit and personalize the dashboard, click the Personalize dashboard icon.
  4. In the Edit dashboard section, choose your layout template and add your own widgets or select from the set of available widget options.
  5. Click Publish to publish your settings. You can choose to publish the settings to the default dashboard or to the access group.
  6. Review the My Reports, Manager Tools, and Pulse and determine if any modifications are required based on your business needs.
  7. Define the application entry point.
    The Pega Customer Service portal can be accessed as is, or individual processes can be embedded as a mashup in an existing portal or application.
    1. Review features provided by Pega Web Mashup.
    2. Discuss these options with the resource currently managing the application in which you want to embed your process.
    3. Decide on the most appropriate entry point for your site.
      These processes can also be made available to your customers directly.

Modifying the interaction header

You can customize the interaction header area of the Interaction Portal to best meet the needs of the CSRs handling the interaction. Changes can include adding, deleting, or editing sections and fields located in the sections of the header.

The application provides a variety of design templates that you can select to configure the interaction header.

  1. Open App Studio by logging in to your application with your administrator credentials.
  2. In App Studio, launch an interaction.
  3. Click Design.
  4. To modify the header section, click the Workarea icon in the header.
  5. To change the template, click Change and then select a template of your choice.
  6. To add sections in the template, click the Add icon and drag and drop the section of your choice to the header.
  7. To delete a section, click the section and then click the Remove this section icon.
  8. To edit the fields of the section, click the section, highlight the field that you want to edit, and then click the Edit this field icon.
  9. Update the required fields in the right corner of the page and click Apply.

    Note: The modifications that you made are auto-saved.

Hiding header icons for unused features

In the Interaction Portal header, hide icons for unused features so that CSRs can more quickly find the tools that they use most.

The following figure shows the Interaction portal header icons that CSRs use during customer interactions:

Interaction Portal header icons
Interaction Portal header icons that can be shown or hidden

You can hide any of the icons in the top-right section of the Interaction Portal header except for the user icon. The default header section includes an extension section so that you can add customized icons if required.

Note: The following icons are hidden automatically if appropriate:
  • The Chat routing icon is hidden if you do not have a chat server configured.
  • The Phone icon is hidden if you do not have a CTI phone system configured.
  • The Messaging system health icon is hidden if you do not have manager privileges.
  • The Start My Day icon is hidden if you have not enabled that feature in the Robotics settings.
  1. To hide the Call center volume indicator, clear the Display call volume indicator check box in the Agent productivity settings. For more information, see Configuring agent productivity settings.
  2. To hide the Email cases icon, select the Hide email cases check box in the Agent productivity settings. For more information, see Configuring agent productivity settings.

Modifying other Interaction Portal elements

You can update the other elements of Interaction Portal that may require Dev Studio to reflect the style of your business. The following steps guide you to identify the sections and the fields that you want to modify.

  1. Click the Live UI icon.
  2. Select the element that you want to change.
    When an element is selected, Live UI provides information about that element, such as the sections and harnesses that the element is a part of.
  3. Click the Open rule in Dev Studio icon to open that rule in Dev Studio and update it as needed.

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