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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...
Defining a reporting strategy
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Module
Defining a reporting strategy
4 Rubriques
1h 55 mins
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Defining a reporting strategy goes beyond creating reports in Pega Platform™. Many organizations use a data warehousing solution and have distinct...
Designing reports with multiple sources
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Module
Designing reports with multiple sources
4 Rubriques
55 mins
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Learn three techniques to create a report that references data from multiple classes: combining data in a report by creating subreports, configuring...
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.
Monitoring your contact center with Insights
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Module
Monitoring your contact center with Insights
2 Rubriques
15 mins
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Pega Customer Service™ provides various ways for managers to observe and monitor the application and performance of the call center. You will learn...
Pega Low-Code App Factory introduction
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Module
Pega Low-Code App Factory introduction
2 Rubriques
22 mins
Pega Platform 8.4 -
Learn about low-code development and review how Pega Low-Code App Factory aids in effectively scaling low-code in an enterprise.
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...
Securing and auditing data
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Module
Securing and auditing data
2 Rubriques
30 mins
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Pega Platform™ provides multiple ways to ensure the integrity of and ability to audit application data. Applications automatically track Actions...
Security Checklist awareness
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Module
Security Checklist awareness
1 Rubrique
20 mins
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...