Search
Routing email based on content
-
Modul
Routing email based on content
3 Themen
25 Min.
-
Pega Email Bot can detect the topic or sentiment of an email and route the email to the appropriate operator or queue. Intelligent routing allows the...
Sales portals overview
-
Modul
Sales portals overview
1 Thema
15 Min.
-
Pega Sales Automationâ„¢ comes with three main application personas: Sales representative, sales manager, and sales operations. Each persona has its own...
Screen Analysis
-
Modul
Screen Analysis
1 Thema
10 Min.
1 -
In this module, learn how to analyze the data presented in the various tabs in the Analysis section of the navigation toolbar. Learn how to identify...
Screen pops
-
Modul
Screen pops
2 Themen
15 Min.
-
Learn how to use screen pops to provide a summary of information to agents when a call arrives.
Script adherence
-
Modul
Script adherence
3 Themen
20 Min.
-
Learn how to configure script adherence to help CSRs deliver the prescribed script during a live conversation. You configure scripts in the dialogs...
Security audits in Pega Platform
-
Modul
Security audits in Pega Platform
4 Themen
1 Std. 20 Min.
Pega Platform '23 -
Security audits in Pega Platformâ„¢ can help you assess the security measures, policies, and procedures of an organization to identify any...
Security Checklist awareness
-
Modul
Security Checklist awareness
1 Thema
20 Min.
Platform -
- What is the Security Checklist?
- How do I access the Security Checklist?
- How to use the Security Checklist?/What is the purpose?
- What happens if I...
Selling to businesses, individuals, and households
-
Modul
Selling to businesses, individuals, and households
4 Themen
25 Min.
-
Pega Sales Automationâ„¢ supports both business-to-business (B2B) and business-to-consumer (B2C) selling modes. Regardless of whether you sell to...
Service requests
-
Modul
Service requests
9 Themen
50 Min.
-
This module shows you how to create service requests using the Customer Service Request Template. Learn about the purpose, customization options, and...
Web services
-
Modul
Web services
1 Thema
15 Min.
-
Learn how to use web services to expose application functionality and how to use Pega API so that your Pega Platformâ„¢ application can integrate with...