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Customizing the customer service user interface
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Módulo
Customizing the customer service user interface
2 Temas
15 minutos
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Learn how to configure various aspects of the Pega Customer Service™ UI. Customize the layout for a service case, add a field to display, and modify...
Guiding a customer service agent with dialogs
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Módulo
Guiding a customer service agent with dialogs
2 Temas
15 minutos
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Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Inviting users to an application
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Módulo
Inviting users to an application
1 Tema
10 minutos
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Add Personas and Channel interfaces to an application and assign users to Personas based on how they interact with a Case.
Managing application access
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Módulo
Managing application access
2 Temas
25 minutos
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Learn how you can configure role-based access control by using the Persona access landing page and Access Manager. The Persona access landing page and...
Managing application access for Business Architects
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Módulo
Managing application access for Business Architects
2 Temas
30 minutos
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User management is fundamental to the successful implementation of a Pega Platform™ application.
As a Pega Business Architect, in order to...
Pega Low-Code App Factory introduction
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Módulo
Pega Low-Code App Factory introduction
2 Temas
22 minutos
Pega Platform 8.4 -
Learn about low-code development and review how Pega Low-Code App Factory aids in effectively scaling low-code in an enterprise.
Presenting suggestions for agents
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Módulo
Presenting suggestions for agents
4 Temas
35 minutos
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Security Checklist awareness
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Módulo
Security Checklist awareness
1 Tema
20 minutos
Platform -
- 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
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Módulo
Tracking and auditing changes to data
1 Tema
15 minutos
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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...
Auditing changes to the value of fields
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Reto
Auditing changes to the value of fields
1 Tarea
5 minutos
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HRApps provides payroll setup for employees. For the Payroll Setup Case Type, an employee provides their bank information for direct deposit. When the...