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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...
Promoting rule reuse with relevant records
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Módulo
Promoting rule reuse with relevant records
1 Tema
15 minutos
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Developers designate rules as relevant records to promote rule reuse by other developers. Leveraging relevant records helps developers build high...
Routing Assignments to users
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Módulo
Routing Assignments to users
1 Tema
25 minutos
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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...
Rule resolution
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Módulo
Rule resolution
5 Temas
1 h
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Pega Platform™ uses a Rule resolution process and various Rule statuses to determine the most appropriate Rule instance to apply in a situation...
Sending emails during Case processing
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Módulo
Sending emails during Case processing
1 Tema
15 minutos
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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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Módulo
Service requests
9 Temas
50 minutos
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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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Módulo
Skipping a Process or a Stage
1 Tema
10 minutos
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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.
User guidance
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Módulo
User guidance
2 Temas
15 minutos
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Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.
Working in the Patient 360 profile
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Módulo
Working in the Patient 360 profile
8 Temas
1 h 35 minutos
Pega Care Management 8.7 -
Learn about the key concepts and best practices for configuring Patient 360, including setting the categories for tracking social determinants of...
Adding a duplicate Case search for BAs
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Reto
Adding a duplicate Case search for BAs
4 Tareas
15 minutos
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In a DCO session, GoGoRoad stakeholders said that they want to ensure that only one Assistance Request Case is processed for each customer incident...