Determine what data your application requires and who will use the application. Then, set up processes to capture data, send emails, and route work.

Automate more advanced business processes such as obtaining approvals, configuring alternate stages, and establishing agreed-upon goals and deadlines...

Set goals and deadlines on Steps, Processes, Stages, and entire Cases to enforce the timely completion of work.

Architecture and design decisions in the Prepare phase ready your team for the Build phase. During Prepare, you refine the business and technical...

Authentication helps prevent malicious or unauthorized users from hijacking data. In this module, you learn how Pega Customer Service™ authenticates...

Automate decision-making to reduce processing time and ensure consistency between Cases.

Pega Platform™ provides different Automation shapes, which can be used across the application. Each shape has a specific purpose and usage in the Case...

Add Personas and Channel interfaces to an application and assign users to Personas based on how they interact with a Case.

Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.