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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...
Security Checklist awareness
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Módulo
Security Checklist awareness
1 Tema
20 minutos
Platform -
- 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...
Managing application access
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Reto
Managing application access
1 Tarea
5 minutos
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GoGoRoad product managers want to restrict access to development on the New Vendor Case Type so that only approved roles perform updates. Configure...
Auditing changes to the value of fields
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Reto
Auditing changes to the value of fields
1 Tarea
5 minutos
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HRApps provides payroll setup for employees. For the Payroll Setup Case Type, an employee provides their bank information for direct deposit. When the...
Creating users and roles
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Reto
Creating users and roles
4 Tareas
10 minutos
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GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors...
Designing a mobile app experience
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Reto
Designing a mobile app experience
4 Tareas
15 minutos
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GoGoRoad wants to allow customers to create an assistance request Case from their mobile device. Customize the User mobile app Channel to design a...
UI für eine mobile App entwerfen
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Reto
UI für eine mobile App entwerfen
3 Tareas
15 minutos
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Das Kundendienst-Team von GoGoRoad möchte mobilen Benutzern auf einer für Smartphones optimierten Benutzeroberfläche die in der Nähe ansässigen...
Configuring business conditions
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Reto
Configuring business conditions
2 Tareas
5 minutos
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U+ Bank identifies that many customer are missing their payment due dates, resulting in late fees and negative impact on their credit score. To...
Importing customer data from a CSV
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Reto
Importing customer data from a CSV
2 Tareas
10 minutos
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U+ Bank wants to improve the experience of its customers with predictive and adaptive analytical models that drive personalized decisions. Following...
Setting up data ingestion
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Reto
Setting up data ingestion
7 Tareas
40 minutos
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The project team at U+ Bank performed a data mapping workshop and mapped its existing data model to Pega Customer Decision Hub™ and structured the...