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Enriching data with third party providers

  • Módulo

    Enriching data with third party providers

    2 Temas

    20 minutos

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • Data enrichment and eBusiness Services architecture improve automation and customer satisfaction. Learn how the Encompass integration improves data...

Field values

Guiding a customer service agent with dialogs

  • Módulo

    Guiding a customer service agent with dialogs

    2 Temas

    15 minutos

    Visible to: All users
  • Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.

Initiating a call from a messaging interaction

  • Módulo

    Initiating a call from a messaging interaction

    1 Tema

    10 minutos

    Pega Customer Service 8.8 Visible to: All users
  • Customer service representatives (CSRs) resolve customer queries by initiating calls during chat interactions. When a customer becomes unavailable to...

Integrating external data

  • Módulo

    Integrating external data

    2 Temas

    20 minutos

    Pega Customer Service 8.8 Visible to: All users
  • In this module, you learn how to integrate external data into a Pega Customer Service application. You will connect to a REST service that contains...

Managing data values for Business Architects

Perpetual KYC with event-driven architecture

  • Módulo

    Perpetual KYC with event-driven architecture

    3 Temas

    35 minutos

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • Customer data changes, ongoing e-screening alerts, and periodic review deadlines are just a few examples of types of events that the application might...

Presenting suggestions for agents

  • Módulo

    Presenting suggestions for agents

    4 Temas

    35 minutos

    Visible to: All users
  • During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...

Saving data to a system of record

Setting chat and messaging behavior

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