After logging into the Interaction Portal, CSRs join the relevant configured queues and make themselves available to take up the requests that come in. When the system routes a request to them, the CSR receives a pop-up notification with the incoming chat request. The CSR can either accept, decline, or leave the request unattended. When the CSR accepts the request, the system displays a chat panel that serves as an interaction window to start the conversation with the customer.

The CSR can send automated responses using suggested replies and common phrases, share knowledge articles or perform a page push for any additional information that the customer requests, and can also use a CSR assistant for a service case. The CSR can also transfer the interaction to another agent or queue, download transcripts, start a co-browse session, send various attachments and emojis, and create dashboard reports for analysis.

A CSR manager can additionally perform certain supervision and monitoring activities on queues and CSRs in the Interaction Portal. For more information, see the Supervisor Monitoring section in the Pega Customer Service Implementation Guide.