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Saving login credentials to Pega Customer Service preferences

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Updated on March 16, 2021

As a Customer Service Representative (CSR), you can save your phone login credentials to Pega Customer Service preferences.

Pega Customer Service Implementation Guide
  1. Launch the Pega Customer Service Interaction Portal.
  2. In the Operators menu, select Preferences.
  3. On the Desktop Preferences menu, select Channels Phone.
  4. On the Phone Preferences screen, click Configure Phone Login.
  5. Enter your phone login information.
  6. Click OK to save the changes.
  7. Click Save Preferences to save your preferences.
  • Previous topic Enabling voice and data transfer for Pega Call
  • Next topic Interactive Voice Response with Intelligent Virtual Assistant (IVR-IVA) APIs
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