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Defining a customer Microjourney
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Módulo
Defining a customer Microjourney
5 Temas
50 minutos
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Learn how Case Types represent a customer Microjourney™ from beginning to a desired outcome. Design the life cycle of a Case Type as a series of Steps...
Designing an approval Process
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Módulo
Designing an approval Process
1 Tema
15 minutos
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To enhance business reliability and accountability, configure an approval process that allows users to approve or reject tasks within the workflow.
Displaying data with Constellation for Business Architects
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Módulo
Displaying data with Constellation for Business Architects
5 Temas
1 h 5 minutos
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As a Pega Business Architect, understanding the Pega Platform™ Constellation architecture enables you to quickly design and deliver consistent user...
eBusiness Services
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Módulo
eBusiness Services
4 Temas
40 minutos
Pega Client Lifecycle Management for Financial Services 8.8 -
The eBusiness Services architecture improves automation and customer satisfaction by providing integration and business data layers to services such...
Enriching data with third party providers
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Módulo
Enriching data with third party providers
2 Temas
20 minutos
Pega Client Lifecycle Management for Financial Services 8.8 -
Data enrichment and eBusiness Services architecture improve automation and customer satisfaction. Learn how the Encompass integration improves data...
Escalating late work
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Módulo
Escalating late work
1 Tema
10 minutos
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Set a passed deadline interval with both Urgency adjustments and escalation Actions to drive late work to completion.
Field values
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Módulo
Field values
1 Tema
15 minutos
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Learn how to use field value rules to define items in a selection list presented to end users, which enables you to restrict the values of a property...
Form autofill
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Módulo
Form autofill
3 Temas
20 minutos
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Learn how to configure Form Autofill to help CSRs complete the forms associated with a case type. Voice AI detects entities in the live customer...
Guiding a customer service agent with dialogs
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Módulo
Guiding a customer service agent with dialogs
2 Temas
15 minutos
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Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Identifying duplicate Cases
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Módulo
Identifying duplicate Cases
1 Tema
10 minutos
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Specify conditions that help identify potential duplicate submissions to avoid duplication and reduce inefficiency.