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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...
Controlling Case workflow for Business Architects
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Modul
Controlling Case workflow for Business Architects
6 Themen
1 Std. 25 Min.
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As a Pega Business Architect, understanding Pega's out-of-the-box features for controlling the workflow allows you to design for multiple pathways...
Creating a child Case
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Modul
Creating a child Case
1 Thema
15 Min.
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Create child Cases to model work that different parties perform, work that follows different reporting options, work that follows different reporting...
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...
Debugging system performance
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Modul
Debugging system performance
3 Themen
1 Std.
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Diagnosing performance issues requires understanding the root cause of an issue. For example, a user might report that an application takes a minute...
Decision tables and trees
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Modul
Decision tables and trees
4 Themen
35 Min.
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Decision tables and Decision trees are fundamental to enforcing business decisions. Decision tables are a helpful approach when you must test the...
Defining a customer Microjourney
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Modul
Defining a customer Microjourney
5 Themen
50 Min.
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Learn how Case Types represent a customer Microjourney™ from beginning to a desired outcome. Design the life cycle of a Case Type as a series of Steps...
Designing an approval Process
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Modul
Designing an approval Process
1 Thema
15 Min.
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To enhance business reliability and accountability, configure an approval process that allows users to approve or reject tasks within the workflow.
Digital messaging
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Modul
Digital messaging
3 Themen
25 Min.
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Pega Customer Service offers chat and messaging capabilities that provide flexibility to customers and adaptability for customer service...