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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...
Setting chat and messaging behavior
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Modul
Setting chat and messaging behavior
4 Themen
35 Min.
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Chat and messaging configuration options define the properties for all the individual channels that support conversations between customer service...
Setting up Messaging AI
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Modul
Setting up Messaging AI
5 Themen
50 Min.
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Messaging AI analyzes the context of the conversation and suggests cases and knowledge articles while a CSR interacts with a customer. Messaging AI...
Sizing a Pega Platform project
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Modul
Sizing a Pega Platform project
2 Themen
25 Min.
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Determine project cost and schedule by estimating staffing and timelines with the Estimator tool. The Estimator is a discovery tool that provides an...
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...
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...
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.
Working in the Patient 360 profile
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Modul
Working in the Patient 360 profile
8 Themen
1 Std. 35 Min.
Pega Care Management 8.7 -
Learn about the key concepts and best practices for configuring Patient 360, including setting the categories for tracking social determinants of...