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Implementing user interface changes to the Interaction Portal

Updated on September 12, 2020

The application supports the following changes to the Retail User Portal.

  • Adding a new property to a section
  • Adding a new section to the Retail User Portal

    You can add sections to the Interaction Portal to meet your business needs.

  • Updating the Retail User Portal skin

    You can update the look and feel of the Retail User Portal to reflect the color scheme of your company. You can customize the Retail User Portal either by using App Studio or Dev Studio. It is recommended to use App Studio for making basic customizations to the Retail User Portal.

  • Configuring Retail User Portal tabs

    When creating a Pega Retail Advisor application, you can add or modify the tabs located in the composite. The composite uses standard Pega Platform user interface elements. To create a new tab, create a section containing the information that you want to see. Once you create a section, add it to the composite.

  • Launching a service case from the composite

    It is easier and more efficient to launch a service case directly from the composite rather than using the Add Task menu. For example, you want to display an Edit link next to the customer's address to enable a customer service representative (CSR) to change an address more quickly.

  • Logging a customer inquiry during an interaction

    Associates convey information when interacting with customers. For example, an associate can remind customers when their next payment is due. You do not want to create a process for this, but you do want to capture the information conveyed to the customers.

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