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Inviting users to an application
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Module
Inviting users to an application
1 Rubrique
10 mins
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Add Personas and Channel interfaces to an application and assign users to Personas based on how they interact with a Case.
Best practices for keeping your Pega applications running smoothly
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Module
Best practices for keeping your Pega applications running smoothly
3 Rubriques
25 mins
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Learn about the best practices for keeping your Pega applications running smoothly on Pega Cloud®, including using My Pega Cloud, guardrails, and Pega...
Managing application access for Business Architects
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Module
Managing application access for Business Architects
2 Rubriques
30 mins
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User management is fundamental to the successful implementation of a Pega Platform™ application.
As a Pega Business Architect, in order to...
Pega positioning for Business Architects
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Module
Pega positioning for Business Architects
7 Rubriques
1h 40 mins
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As a Pega Business Architect, having a good understanding of the foundational elements of Pega Platform™ capabilities enables you to guide your...
Configuring common phrases for agents
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Module
Configuring common phrases for agents
1 Rubrique
10 mins
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Learn how to provide customer service agents with a set of common phrases so that, in any text-based channel, the agents can insert preapproved...
Customizing the customer service user interface
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Module
Customizing the customer service user interface
2 Rubriques
15 mins
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Learn how to configure various aspects of the Pega Customer Service™ UI. Customize the layout for a service case, add a field to display, and modify...
Tracking and auditing changes to data
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Module
Tracking and auditing changes to data
1 Rubrique
15 mins
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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...
Email bot cases and responses
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Module
Email bot cases and responses
2 Rubriques
25 mins
Pega Platform 8.8 -
Pega Email Bot can detect the topic or sentiment of an email and route the email to the appropriate operator or queue. Intelligent routing allows the...
Email Manager portal
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Module
Email Manager portal
6 Rubriques
55 mins
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The Email Manager portal facilitates the manual processing of emails that do not meet any of the intelligent routing criteria and necessitate triage...
Guiding a customer service agent with dialogs
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Module
Guiding a customer service agent with dialogs
2 Rubriques
15 mins
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Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.