Search
Designing reports with multiple sources
-
Modul
Designing reports with multiple sources
4 Themen
55 Min.
-
Learn three techniques to create a report that references data from multiple classes: combining data in a report by creating subreports, configuring...
Identifying duplicate Cases
-
Modul
Identifying duplicate Cases
1 Thema
10 Min.
-
Specify conditions that help identify potential duplicate submissions to avoid duplication and reduce inefficiency.
Sending emails during Case processing
-
Modul
Sending emails during Case processing
1 Thema
15 Min.
-
Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
Email bot cases and responses
-
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
-
Modul
Email Manager portal
6 Themen
55 Min.
-
The Email Manager portal facilitates the manual processing of emails that do not meet any of the intelligent routing criteria and necessitate triage...
Escalating late work
-
Modul
Escalating late work
1 Thema
10 Min.
-
Set a passed deadline interval with both Urgency adjustments and escalation Actions to drive late work to completion.
Flow Action processing
-
Modul
Flow Action processing
2 Themen
20 Min.
-
In Pega Platform™, you can add pre- and post-processing Actions to a Flow Action to manipulate data. These Actions enable you to add related tasks to...
Form autofill
-
Modul
Form autofill
3 Themen
20 Min.
-
Learn how to configure Form Autofill to help CSRs complete the forms associated with a case type. Voice AI detects entities in the live customer...
Managing concurrent Case access
-
Modul
Managing concurrent Case access
1 Thema
15 Min.
-
Learn how Pega Platform™ manages multiple users accessing the same Case and configure Case locking to avoid potential conflicts in production...
Skipping a Process or a Stage
-
Modul
Skipping a Process or a Stage
1 Thema
10 Min.
-
Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility.