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Configuring user portals


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The topics in this section describe the user interfaces for completing work, and the options for changing the default appearance and behavior of those interfaces.

Pega Customer Service provides two purpose-based portals designed to meet the needs of specific roles within the contact center. The Interaction Portal is focused on the engagement with the customer while the Back Office Portal is focused on executing back-office work.

Keep the following in mind when using end-user portals:

  • The Interaction Portal and Back Office Portal are optimized for use with laptop and desktop browsers, and should not be opened from a tablet or mobile device browser. In addition, features that require server connectivity, such as digital messaging, Pega Call, and Pega Co-Browse, are not optimized to work with a tablet or mobile device browser. For complete information about supported browsers, see the Pega Platform deployment documentation for your version.
  • The screen resolution required to run the Interaction Portal is from 1280 to 1920 horizontal pixels, as is typically available on laptops and desktops, but not mobile devices.
  • To ensure optimal behavior, only open one instance of the Interaction Portal at a time on your computer.

See the following topics for information about configuring user portals:

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