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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.

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...

Promoting rule reuse with relevant records

Securing and auditing data

Rule resolution

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...

Refining an Agile Workbench backlog

Debugging application errors

Managing application access

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