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Customer operator

Updated on October 12, 2022

The Customer operator is not supported by the React starter pack.

The Customer operator (customer.cableco) enables users to create and view service requests. Unlike the Representative operator, the Customer operator cannot send the service request to the Manager operator for a discount.

The Customer operator's screenflow supports navigating among the sections to reduce scrolling and improve user experience. To proceed in a linear fashion, click Continue or clicking the section names to open them. You also can click Back to go to the previous section.

Customer screenflow
Customer operator's service request form showing the screenflow


The Customer operator requires the CableConnect application. Therefore, ensure that the CableConnect application has been imported into Pega Platform. For more information, see Importing CableConnect

Create a service request

  1. Log into Pega Platform with the customer.cableco ID to open the CableConnect application.
    Main screen of the Customer operator
    Main screen of the Customer operator
  2. Click New > Service to open the Service form.
    Location of the Service option
    The Service option in the New menu
    The application assigns a service request ID to the service request.
  3. (Optional) To track the status of the service request, use the service request ID.
    Service ID assigned
    Service ID displayed in the service request form
  4. Enter details, such as name and address, in the Customer Info and Customer Address sections. Click Continue after you complete each section to proceed to the next section.
    Add details, such as name and address in the Service form
    Customer info section for the customer's personal details
  5. Select the services required, and then click Continue.
    Service selection sub-types
    Service section listing the service types and offerings
  6. Select the service date, and then click Finish to create the service request. 
    Service date selection
    Service date section
    You can verify the service request from the Recents section. The application forwards the service request to the Technical operator for resolution. 

Save service request data without submitting

Click Save while filling the form to save the form data, and then submit the request later.

Click My Work to open a list of saved service requests, and then select the saved service requests to view, edit, and then submit them.  

Saved service requests
The My Work section accessible through the My Work option in the left navigation

You also can access the saved service requests from the Recents section. 

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