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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...

Sending emails during Case processing

Service requests

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...

The Discover phase and your MLP

  • Módulo

    The Discover phase and your MLP

    12 Temas

    1 h 55 minutos

    Visible to: All users
  • Discover is the first phase within the Pega Express™ delivery approach, based on design thinking. Design thinking plays a key role and helps your team...

The Prepare phase and project kickoff

  • Módulo

    The Prepare phase and project kickoff

    7 Temas

    1 h 15 minutos

    Visible to: All users
  • The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...

User guidance

Working in the Patient 360 profile

  • Módulo

    Working in the Patient 360 profile

    8 Temas

    1 h 35 minutos

    Pega Care Management 8.7 Visible to: All users
  • Learn about the key concepts and best practices for configuring Patient 360, including setting the categories for tracking social determinants of...

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