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Presenting suggestions for agents
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Modul
Presenting suggestions for agents
4 Themen
35 Min.
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Routing Assignments to users
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Modul
Routing Assignments to users
1 Thema
25 Min.
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Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...
Saving data to a system of record
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Modul
Saving data to a system of record
2 Themen
30 Min.
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Promote Case processing efficiency and improve application flexibility by leveraging savable Data Pages and systems of records to store and update...
Sending emails during Case processing
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Modul
Sending emails during Case processing
1 Thema
15 Min.
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Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
Simulating an external data source
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Modul
Simulating an external data source
1 Thema
25 Min.
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During development, before database integrations are configured. You can simulate an external data source to test functionality when a data source is...
Skipping a Process or a Stage
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Modul
Skipping a Process or a Stage
1 Thema
10 Min.
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Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility.
The Data Model
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Modul
The Data Model
4 Themen
50 Min.
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Capture and present data in your application to provide the information that is necessary to complete work. Configure relationships among data types...
User guidance
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Modul
User guidance
2 Themen
15 Min.
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Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.
Validating data against business logic
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Modul
Validating data against business logic
1 Thema
15 Min.
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Validate user data against business logic to avoid invalid data within applications.
Validating data in Dev Studio
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Modul
Validating data in Dev Studio
1 Thema
20 Min.
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Extend the configuration of Validate Rules in Dev Studio by applying edit Validate Rules to test data formats, qualifying Validation logic, and using...