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Presenting suggestions for agents

  • Modul

    Presenting suggestions for agents

    4 Themen

    35 Min.

    Visible to: All users
  • During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...

Securing and auditing data

Security Checklist awareness

  • Modul

    Security Checklist awareness

    1 Thema

    20 Min.

    Platform Visible to: All users
    • What is the Security Checklist?
    • How do I access the Security Checklist?
    • How to use the Security Checklist?/What is the purpose?
    • What happens if I...

Tracking and auditing changes to data

Auditing changes to the value of fields

Configuring business conditions

Configuring security policies

Creating users and roles

Deploying a mobile app for Pega Platform

Designing a mobile app experience

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