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Managing application access
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Modul
Managing application access
2 Themen
25 Min.
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Learn how you can configure role-based access control by using the Persona access landing page and Access Manager. The Persona access landing page and...
Inviting users to an application
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Modul
Inviting users to an application
1 Thema
10 Min.
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Add Personas and Channel interfaces to an application and assign users to Personas based on how they interact with a Case.
Managing application access for Business Architects
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Modul
Managing application access for Business Architects
2 Themen
30 Min.
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User management is fundamental to the successful implementation of a Pega Platform™ application.
As a Pega Business Architect, in order to...
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...
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...
Tracking and auditing changes to data
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Modul
Tracking and auditing changes to data
1 Thema
15 Min.
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Pega Platform™ automatically tracks actions performed, such as which operators worked on a case and when. You can enhance this capability by using...
Email bot cases and responses
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Modul
Email bot cases and responses
2 Themen
25 Min.
Pega Platform 8.8 -
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...
Email Manager portal
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Modul
Email Manager portal
6 Themen
55 Min.
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The Email Manager portal facilitates the manual processing of emails that do not meet any of the intelligent routing criteria and necessitate triage...
Guiding a customer service agent with dialogs
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Modul
Guiding a customer service agent with dialogs
2 Themen
15 Min.
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Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Intelligent routing
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Modul
Intelligent routing
4 Themen
1 Std.
Pega Platform 8.8 -
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...