Skip to main content

Collaborating in Spaces and Pulse

3 Tasks

10 mins

Pega Platform 8.8
Visible to: All users
Beginner Pega Platform 8.8 Case Management English


Throughout the case lifecycle of the GoGoRoad application, members of the CSR team must stay in contact with one another. One of the most efficient ways for users to stay in contact is through the Pega Platform™ collaboration tools, Spaces and Pulse. As a manager in the CSR organization, you are tasked with creating a new Space called CSR Q&A to facilitate communication with your team. Once you create the Space, send a welcome message to your CSR teammates.

The following table provides the credentials you need to complete the challenge.

Role User name Password
Manager manager@gogoroad pega123!
Customer Service csr@gogoroad pega123!

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Challenge Walkthrough

Detailed Tasks

1 Create a space

  1. In the Pega instance for the challenge, enter the following credentials:
    1. In the User name field, enter manager@gogoroad.
    2. In the Password field, enter pega123!
  2. In the navigation pane of the user portal, click Spaces
  3. In the upper-right corner of the Spaces landing page, click Create space.
  4. In the Create a new space window, in the Name field, enter CSR Q&A.
  5. In the Description text box, enter Customer service representatives can ask and answer support questions.
  6. In the Space type list, select Anyone can request access. Owner must approve or invite.
  7. Click Done to close the Create a new space window.

2 Add a user to a space

  1. On the Spaces landing page, click CSR Q&A to open the new space. 
    Open Space
  2. In the CSR Q&A space, click Add member.
  3. In the Manage members window, in the second field, enter or select CSR, and then click Add.
    Manage member
  4. Click Close to close the Manage members window.
    Highlighting the Close button on the Manage members modal.

3 Send a Pulse message

  1. In the Post section, enter @CSR, and then click the CSR account.
  2. In the Post section, enter Post questions here for help on a case. Use tag #assistancerequest for help with **Assistance Request** cases.
  3. Click Add Attachment, select a file, and then click Open to attach the file.
    Add attachment
  4. Click Post to send the message.
    Post pulse
  5. In the lower-left corner of the user portal, click the user icon, and then select Log off to log out of the application.
    Log off

Confirm your work

  1. On the log in screen, enter the following credentials:
    1. In the User name field, enter csr@gogoroad.
    2. In the Password field, enter pega123!
  2. Verify you can see the post from the Home page, as shown in the following figure:
    Home pulse
  3. In the navigation pane of the user portal, click Notifications, and then click manager added you to 'CSR Q&A' space.
  4. In the review pane for the CSR Q&A space, click the Pulse tab to verify the Pulse message from the manager.
  5. Click the file name to open the attachment.

This Challenge is to practice what you learned in the following Module:

Available in the following missions:

If you are having problems with your training, please review the Pega Academy Support FAQs.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega Academy has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice