Customer composite components

A customer composite consists of one or more named tabs, presented in order by priority. In the previous figure, the Account tab is the highest priority tab and is therefore shown first. The content on each tab is organized into sections that contain one or more widgets. Only an operator with administrator privileges can modify tab content. A visibility setting for each tab determines the context when the tab is displayed, for example, only during an anonymous interaction.

Default customer composite tabs

The following table describes the default customer composite tabs for each Pega Customer Service application:

Best practices for customer composites

When designing the layout of customer composites, consider the following best practices:

• Show the most frequently requested information on the first tab.
• Show related data elements close to each other.
• Show the minimum tabs that are needed so that CSRs can quickly access information.
• For data that is requested less than 20% of the time, put the data on a separate tab and use a business condition to display the tab conditionally. You can also put the data in an expandable accordion layout group, and hide the data until requested by the customer.
• Provide meaningful tab names so that CSRs can immediately tell what information each tab contains.
• To improve performance, only load data when needed, and do not allow data updates or data processing from the tabs. Launching a new service request from a composite tab is still an appropriate action. For more information, see "Launching a service case from the composite", later in this section.