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Initiating a call from a messaging interaction

  • Modul

    Initiating a call from a messaging interaction

    1 Thema

    10 Min.

    Pega Customer Service 8.8 Visible to: All users
  • Customer service representatives (CSRs) resolve customer queries by initiating calls during chat interactions. When a customer becomes unavailable to...

Pega Low-Code App Factory introduction

  • Modul

    Pega Low-Code App Factory introduction

    2 Themen

    22 Min.

    Pega Platform 8.4 Visible to: All users
  • Learn about low-code development and review how Pega Low-Code App Factory aids in effectively scaling low-code in an enterprise.

Pega Voice AI introduction

  • Modul

    Pega Voice AI introduction

    2 Themen

    25 Min.

    Visible to: All users
  • Pega Voice AI assists service and sales representatives during live phone interactions by suggesting actions based on real-time analysis of the...

Perpetual KYC with event-driven architecture

  • Modul

    Perpetual KYC with event-driven architecture

    3 Themen

    35 Min.

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • Customer data changes, ongoing e-screening alerts, and periodic review deadlines are just a few examples of types of events that the application might...

Promoting rule reuse with relevant records

Rule resolution

Script adherence

  • Modul

    Script adherence

    3 Themen

    20 Min.

    Visible to: All users
  • Learn how to configure script adherence to help CSRs deliver the prescribed script during a live conversation. You configure scripts in the dialogs...

Setting chat and messaging behavior

Suggested cases

  • Modul

    Suggested cases

    3 Themen

    25 Min.

    Visible to: All users
  • Learn how to configure a suggested case in the Voice AI channel. A suggested case provides guidance to the CSR on how to resolve a customer request.

Suggested knowledge articles

  • Modul

    Suggested knowledge articles

    3 Themen

    20 Min.

    Visible to: All users
  • Learn how to configure a suggested knowledge article in the Voice AI channel. A suggested Pega Knowledge article provides information related to the...

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