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Enabling the Self-Service Advisor on your application

Self-Service Advisor is built on the Pega Customer Service application. If you already have an application built on Pega Customer Service, then you can build the Self-Service Advisor application on your application layer to include all of the new rulesets that are added that are specific for your application.

The application ruleset contains the following rulesets.

  • PegaCS-OnlineHelp – Contains the end user experience configuration ruleset
  • PegaCS-HelpConfig – Contains the advisor configuration rulesets
  • PegaCS-GuideCases – Contains Self-Service Advisor cases for Pega Knowledge, escalation cases, and cases for channels
  • CPMMobileSelfService – Contains Self-Service Advisor cases for mobile

To enable the Self-Service Advisor for your implementation application, complete the following steps.

  1. Log in to the application with the following credentials.
    User Name: AdvisorAdmin
    Password: install
  2. Click Application menu > Definition.
  3. In the Built on applications section, replace the CustomerService row with the name of your implementation application.
  4. In the Application ruleset section, verify that PegaCS-OnlineHelp and PegaCS-HelpConfig are included. If they are not included, add them to this section.
    These rulesets are essential for the configuration and execution of the Self-Service Advisor and should not be altered.
  5. In the Application ruleset section, click Add ruleset and include the PegaCS-GuideCases and CPMMobileSelfService rulesets, if they are not already available. These rulesets provide sample cases that can be used in your application. The PegaCS-GuideCases ruleset is also used to customize the user interface case and flow of the Self-Service Advisor.
  6. Click Save.
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