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Add Mobile Device and Plan

With the Add Mobile Device and Plan Microjourney™ in Pega Customer Service™ for Communications, customer service representatives (CSRs) can quickly add a new mobile device and plan for customers by showing only compatible add-ons and accessories based on the product selected.

This Microjourney integrates with the Pega Product Catalog for Communications to help manage the large number of product and services, as well as the complex product compatibility and eligibility attributes that communications companies deal with every day.

The Add Mobile Device and Plan Microjourney is available in self-service and assisted-service channels.

Web self-service example: Customers can add a new smartphone and plan in minutes.

Web Self-Service

Finding the right phone can be difficult. Managing compatibility and eligibility can be even more difficult. Pega makes the process of adding a product easy by handling product compatibility and eligibility through the Pega Product Catalog for Communications.

  • Customers are shown only compatible accessories.
  • Plan add-ons are also pre-filtered for compatibility.

Assisted Service

For customers who prefer phone assistance, CSRs can run the Add Mobile Device and Plan case from the Interaction Portal.

  • The CSRs can quickly find the right device using search or filters.
  • The CSRs can use breadcrumbs to advance to any step in the process. 

Assisted service example: CSRs can configure devices and plans according to customers' selections.

App Studio provides personas, stages and steps, and data objects in one window.


Personas help you to group users according to the cases they work on, the channels they can access, and the responsibilities they have within a process.

Stages and Steps

Stages and steps show the visual path of the business process. The figure below details the stages and steps of this particular Microjourney.

Data Objects

Data objects organize and store the data that your Microjourney requires. These categories of data have fields, field mappings and connections to data sources.

Personas in this Microjourney.


The existing ISP customer who wants to add a new mobile device and plan.

Customer service representative

The representative who starts or completes the process of adding mobile devices and plans for customers.

Stages and Steps

This Microjourney includes the following stages.

  1. Eligibility: Checks whether customers are eligible for this case.
  2. Intake: Captures CSR and Customer input on the device and plan configuration, shipping, payment, and so on.

  3. Process request: Standard step from the case template that is used to contain any processing steps.

  4. Resolve: Final steps to process or resolve the order, and then send notification.


  1. CSR: Customer service representative 
  2. Customer: End customer

Data Objects

  1. Product offer: List of product offers, with their characteristics and specifications.
  2. Payment method: Payment details and billing methods.
  3. Address: Billing and shipping address for the customer.

Additional Information

See this article for more information about implementing the Add Mobile Device and Plan Microjourney.

Start this Microjourney implementation.

Find more details and step-by-step instructions by clicking below.

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