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The Prepare phase and project kickoff

  • Modul

    The Prepare phase and project kickoff

    7 Themen

    1 Std. 15 Min.

    Visible to: All users
  • The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...

Presenting suggestions for agents

  • Modul

    Presenting suggestions for agents

    4 Themen

    35 Min.

    Visible to: All users
  • During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...

Production readiness during the Adopt phase

  • Modul

    Production readiness during the Adopt phase

    4 Themen

    50 Min.

    Visible to: All users
  • The Adopt phase follows the Build phase. During Adopt, you confirm that your client is ready to implement the Microjourneys™ that you packaged into a...

Security Checklist awareness

  • Modul

    Security Checklist awareness

    1 Thema

    20 Min.

    Platform Visible to: All users
    • 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...

Working in the Patient 360 profile

  • Modul

    Working in the Patient 360 profile

    8 Themen

    1 Std. 35 Min.

    Pega Care Management 8.7 Visible to: All users
  • Learn about the key concepts and best practices for configuring Patient 360, including setting the categories for tracking social determinants of...

Adding a duplicate Case search for BAs

Adding a duplicate Case Type search

Adding optional Actions to a workflow

Adding optional actions to a workflow for BAs

Attaching PDF files to a case

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