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Pipeline templates
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Modul
Pipeline templates
6 Themen
41 Min.
All Products -
This module covers the various pipeline templates that help you structure pipelines for their ultimate purpose, as well separate business needs for...
Predicting fraud
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Modul
Predicting fraud
1 Thema
15 Min.
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Occasionally, an insurance claim might be erroneous or even fraudulent. To detect fraud and optimize the way in which the application routes work and...
Quality visualization for a Pega Platform application
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Modul
Quality visualization for a Pega Platform application
3 Themen
25 Min.
All Products -
This module describes various quality metrics on the Application Quality dashboard to monitor the functional quality of a Pega Platform™ application...
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...
Script adherence
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Modul
Script adherence
3 Themen
20 Min.
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Learn how to configure script adherence to help CSRs deliver the prescribed script during a live conversation. You configure scripts in the dialogs...
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...
Service requests
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Modul
Service requests
9 Themen
50 Min.
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This module shows you how to create service requests using the Customer Service Request Template. Learn about the purpose, customization options, and...
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.
Suggested cases
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Modul
Suggested cases
3 Themen
25 Min.
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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
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Modul
Suggested knowledge articles
3 Themen
20 Min.
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Learn how to configure a suggested knowledge article in the Voice AI channel. A suggested Pega Knowledge article provides information related to the...