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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...
Setting chat and messaging behavior
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Módulo
Setting chat and messaging behavior
4 Temas
35 minutos
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Chat and messaging configuration options define the properties for all the individual channels that support conversations between customer service...
Tracking and auditing changes to data
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Módulo
Tracking and auditing changes to data
1 Tema
15 minutos
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Pega Platform™ automatically tracks actions performed, such as which operators worked on a case and when. You can enhance this capability by using...
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 a case completion prediction
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Reto
Creating a case completion prediction
3 Tareas
15 minutos
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U+ Insurance implements Pega Process AI™ to optimize case automation. The business wants to predict whether an incoming claim has a low probability of...
Creating a fraud prediction
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Reto
Creating a fraud prediction
3 Tareas
15 minutos
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U+ Insurance routes incoming car insurance claims for straight-through processing when the amount of a claim is under a set limit. If the amount of...
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...
Enabling Pega Customer Decision Hub agents
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Reto
Enabling Pega Customer Decision Hub agents
2 Tareas
5 minutos
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The system architects have run the Pega Customer Decision Hub™ setup wizard and created the implementation application for U+ Bank. As a system...
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...