Question
Northwestern Mutual
US
Last activity: 26 Jan 2024 11:22 EST
Documentation for a Customer Self-Service portal
I'm doing some self-paced learning on Pega and today my topic is Pega's Self-Service functionality. I've done dozens of searches in Google and within the Pega websites but I have yet to locate material on how to access that feature. I can find a lot of sales material touting the existence of a robust customer self-service portal. But, no matter how I word it, when I search Pega Academy for self-service every result returned revolves around a customer who is making a phone call and having an agent initiate the Case on their behalf.
https://support.pega.com/question/pega-and-javascript-api-documentations
Accepted Solution
Updated: 26 Jan 2024 11:22 EST
Pegasystems Inc.
US
@ThomasG16760807- are you looking for a self-service User Portal? If so, that can be added in by going to the Channels option from App Studio and adding a new Portal, then choosing Self-service. I believe you have to be in an application using the Constellation UI Architecture.
https://docs.pega.com/bundle/platform-88/page/platform/user-experience/working-with-portals-con.html
Northwestern Mutual
US
@BENJW Thank you. That looks like exactly what I want. Interestingly, the notification system here seems to have missed the answer you gave. I found this today (7 days later) after getting an email notification that no one had answered my question:
Hello Thomas,
There haven't been any new replies/comments to your post Documentation for a Customer Self-Service portal in several days.
Are you still needing assistance? If so, please come back and leave a comment on your post so that our members can help!
If your question has been answered, please mark the proper reply as the Accepted Solution so that others who may have the same question will find the resolution they need.
Hope to see you around the Pega Support Center!
Odd. Thanks, Tom
Pegasystems Inc.
US
@ThomasG16760807 - interesting. I didn't get your response either. I'll look into that.
Updated: 19 Jan 2024 8:04 EST
Pegasystems Inc.
GB
@BENJW the email you received was indeed sent by the moderator team on the 11th January in order to check whether you had seen Bill's reply on the 5th January. We send these out occasionally to encourage users to mark Accept Solution when the issue appears to have been answered, or to actively re-engage with the community by posting a new reply.
With regards to your observation that the notification system here missed the answer - is it possible that you had cleared the red 'Notification' bell by accident? Any post you author should automatically activate the 'Follow' (and therefore the Notification Bell) functionality.
Unfortunately we no longer receive ‘subscription’ emails when a post that relates to your areas of expertise are posted. This functionality is due to be restored in the near future.
In the meantime you can use the ‘Notifications’ method to get bell notifications on your community profile interface.
How-To: Set up Notifications for Support Tags in the Support Center
Hopefully this was just a one-off :-)
@BENJW the email you received was indeed sent by the moderator team on the 11th January in order to check whether you had seen Bill's reply on the 5th January. We send these out occasionally to encourage users to mark Accept Solution when the issue appears to have been answered, or to actively re-engage with the community by posting a new reply.
With regards to your observation that the notification system here missed the answer - is it possible that you had cleared the red 'Notification' bell by accident? Any post you author should automatically activate the 'Follow' (and therefore the Notification Bell) functionality.
Unfortunately we no longer receive ‘subscription’ emails when a post that relates to your areas of expertise are posted. This functionality is due to be restored in the near future.
In the meantime you can use the ‘Notifications’ method to get bell notifications on your community profile interface.
How-To: Set up Notifications for Support Tags in the Support Center
Hopefully this was just a one-off :-)
If you are happy that Bill answered your question would you be able to Accept Solution against his original reply?
cc @BENJW