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Enabling common phrase settings

Updated on December 3, 2021

Enable the common phrase settings to launch a character-based quick search, search within the text of the phrases, and collect phrase usage data for reporting.

Pega Customer Service Implementation Guide

To configure common phrase settings, refer to the figure below and perform the following steps:

  1. In the navigation pane of App Studio, click SettingsChat and messaging.
  2. From the list of Chat and messaging settings, click the Common phrases tab (1).
  3. In the Common phrases section, do the following:
    1. To enable a character-based common phrase search, select the Enable character-based quick navigation check box (2). The Launch character(s) list (3) then displays a list of special characters.
    2. From the Launch character(s) list, select a launch character to trigger a list of categories and common phrases in the Interaction Portal.
      For example: Enable ‘//’ for character-based quick navigation in App Studio. In the Interaction Portal, when a CSR types in ‘//’ followed by a letter or a number in the text area, the system displays a list of matching categories, phrases, and the text of phrases in user input.
      Note:
      • The system displays all categories and phrases before the CSR types anything, because a search for nothing returns all results.
      • A CSR can also enter keywords in the search bar and find relevant phrases without much knowledge of pre-existing phrases.
    3. To collect common phrase usage data for reporting purposes, select the Enable data collection on phrases for reporting check box (4).
      When the CSR Manager selects the Enable data collection on phrases for reporting check box, the system enables the data collection. The system collects the data until the CSR Manager unchecks the check box.
      Note:
      • The system continues to collect data until a CSR Manager unchecks the check box.
      • The system does not delete already collected data when the CSR Manager unchecks the check box.
      • The Enable data collection on phrases for reporting check box is disabled, by default.
    The following figure shows enabling of character-based quick navigation (2), selecting the launch character (3), and enabling data collection on phrases for reporting in the Common phrases section (4):

    Enabling common phrase settings
    Enabling common phrase settings
  4. Under Phrases section (5), perform the following steps to configure the common phrases:
    1. To configure categories for common phrases, see Configuring categories for common phrases.
    2. To add a common phrase, see Adding common phrases.
    3. To configure customer utterances to train Augmented agent, see Configuring customer utterances to train the Augmented agent.
    4. To export or import common phrases, see Exporting and Importing common phrases.
  5. To save the changes, click Save.

Tags

Pega Customer Service 8.7 Pega Customer Service for Communications 8.7 Pega Customer Service for Financial Services 8.7 Pega Customer Service for Healthcare 8.7 Pega Customer Service for Insurance 8.7

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