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Presenting suggestions for agents
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Module
Presenting suggestions for agents
4 Rubriques
35 mins
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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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Module
Promoting rule reuse with relevant records
1 Rubrique
15 mins
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Developers designate rules as relevant records to promote rule reuse by other developers. Leveraging relevant records helps developers build high...
Rule resolution
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Module
Rule resolution
5 Rubriques
1h
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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...
Service requests
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Module
Service requests
9 Rubriques
50 mins
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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...
Working in the Patient 360 profile
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Module
Working in the Patient 360 profile
8 Rubriques
1h 35 mins
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...
Updating Assignment routing
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Défi
Updating Assignment routing
2 Tâches
20 mins
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The Human Resources (HR) department wants the ability to add a new hire to the company payroll. The PegaHR application includes a Case Type to perform...
Adding a duplicate Case search for BAs
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Défi
Adding a duplicate Case search for BAs
4 Tâches
15 mins
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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...
Adding a duplicate Case Type search
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Défi
Adding a duplicate Case Type search
3 Tâches
10 mins
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InsCorp wants to ensure that only one Assistance Request Case is processed for each request. Customers that send assistance requests might have...
Adding optional Actions to a workflow
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Défi
Adding optional Actions to a workflow
1 Tâche
5 mins
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InsCorp wants to ensure that customers can cancel service requests at any time. To support co-production, a system architect configured the Cancel...
Adding optional actions to a workflow for BAs
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Défi
Adding optional actions to a workflow for BAs
2 Tâches
10 mins
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GoGoRoad wants to assure customers that their assistance requests can be cancelled at any time. Not only does the cancel request functionality provide...