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Routing Assignments to users

Script adherence

  • Módulo

    Script adherence

    3 Temas

    20 minutos

    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...

Securing and auditing data

Security Checklist awareness

  • Módulo

    Security Checklist awareness

    1 Tema

    20 minutos

    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...

Sending emails during Case processing

Skipping a Process or a Stage

Suggested cases

  • Módulo

    Suggested cases

    3 Temas

    25 minutos

    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

  • Módulo

    Suggested knowledge articles

    3 Temas

    20 minutos

    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...

Tracking and auditing changes to data

User guidance

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