Question
Saltech Consulting
GB
Last activity: 26 Mar 2020 6:13 EDT
Self Service Advisor transition options to assisted channels.
Scenario:
I am trying to implement a self service advisor in Pega 8.4 customer service. We have a chat server set up but no CTI.
The use case and features I need is the same as shown in the video in this link
https://www.pega.com/insights/resources/pega-self-service-advisor
I have managed to configure the advisor, download the code generated and embed in my web page (which for test purposes is a pega portal).
I can create a case and work through automated chat bot questions, and also can show knowledge management categories.
What I would like to do now is to transition to a person. So far I have been able to do this by starting a case 'chat with agent' via a keyword such as escalate. Whilst this works fine and I can connect with a call center agent this way its a bit clunky.
In the video in the link above there are some buttons available at the bottom of the self service advisor to move to assisted channels.
Scenario:
I am trying to implement a self service advisor in Pega 8.4 customer service. We have a chat server set up but no CTI.
The use case and features I need is the same as shown in the video in this link
https://www.pega.com/insights/resources/pega-self-service-advisor
I have managed to configure the advisor, download the code generated and embed in my web page (which for test purposes is a pega portal).
I can create a case and work through automated chat bot questions, and also can show knowledge management categories.
What I would like to do now is to transition to a person. So far I have been able to do this by starting a case 'chat with agent' via a keyword such as escalate. Whilst this works fine and I can connect with a call center agent this way its a bit clunky.
In the video in the link above there are some buttons available at the bottom of the self service advisor to move to assisted channels.
The advisor I have looks like this:
If I click on need more help I am now in to a chatbot but there are no links to the assisted channels.
Question:
What am I missing? Is there an configuration option to show these links to assisted channels?