To configure the functionality that is provided in Pega Retail Advisor, complete the following procedures.
- Interaction types, driver categories, and tasks
Interaction types (known as Channels in the Retail User Portal during App Studio configuration) and driver categories (known as Add Task menu categories in the Retail User Portal in App Studio) determine the tasks that a customer service representative accesses during an interaction with a customer. The interaction type appears in the New menu list of the Retail User Portal. Selecting an interaction type from New menu list, enables you to start a new Interaction. Intent tasks are references to service requests and provides information to