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Application migration
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Modul
Application migration
4 Themen
35 Min.
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An application is typically packaged and exported to move it to another system. For example, you package and export an application to migrate among...
Application rulesets
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Modul
Application rulesets
3 Themen
35 Min.
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Learn how to configure an application ruleset to package for distribution and learn about the impact the configuration has during development and run...
Application versioning
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Modul
Application versioning
1 Thema
15 Min.
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Pega Platform™ provides the ability to preserve a version of an application. To avoid impacting existing functionality on a released application...
Configuring common phrases for agents
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Modul
Configuring common phrases for agents
1 Thema
10 Min.
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Learn how to provide customer service agents with a set of common phrases so that, in any text-based channel, the agents can insert preapproved...
Configuring customer verification
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Modul
Configuring customer verification
2 Themen
20 Min.
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The Customer verification feature provides a pool of security questions that a customer service representative (CSR) can use to verify customer...
Creating custom tabs
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Modul
Creating custom tabs
2 Themen
25 Min.
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Learn how to create your own customer composite tabs. Customer composite tabs are used to display a logical group of information to a user in Pega...
Customizing the customer service user interface
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Modul
Customizing the customer service user interface
2 Themen
15 Min.
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Learn how to configure various aspects of the Pega Customer Service™ UI. Customize the layout for a service case, add a field to display, and modify...
Team application development
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Modul
Team application development
1 Thema
20 Min.
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Use branches that enable parallel development work in an isolated ruleset without impacting other development teams.
Guiding a customer service agent with dialogs
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Modul
Guiding a customer service agent with dialogs
2 Themen
15 Min.
Pega Customer Service 8.8 -
Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Presenting suggestions for agents
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Modul
Presenting suggestions for agents
6 Themen
55 Min.
Pega Customer Service 8.8 -
During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...