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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...
Routing email based on content
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Module
Routing email based on content
3 Rubriques
25 mins
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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...
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...
Training the email bot
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Module
Training the email bot
2 Rubriques
20 mins
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Pega Email Bot uses natural language processing (NLP) to analyze and learn from patterns of conversation between customer service representatives...
Adding a new property to an existing entity
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Défi
Adding a new property to an existing entity
4 Tâches
20 mins
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U+ Bank wants to improve the experience of its customers with personalized decisions that are driven by customer-centric engagement policies and...
Adding clickstream data to a customer profile
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Défi
Adding clickstream data to a customer profile
6 Tâches
30 mins
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U+ Bank uses Pega Customer Decision Hub™ to present personalized credit card offers to its customers on its website. The data scientists want to...
Managing application access
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Défi
Managing application access
1 Tâche
5 mins
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GoGoRoad product managers want to restrict access to development on the New Vendor Case Type so that only approved roles perform updates. Configure...
Auditing changes to the value of fields
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Défi
Auditing changes to the value of fields
1 Tâche
5 mins
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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 users and roles
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Défi
Creating users and roles
4 Tâches
10 mins
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GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors...
Configuring security policies
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Défi
Configuring security policies
2 Tâches
5 mins
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GogoRoad is experiencing a large number of failed login attempts. Management suspects that the attempts are malicious attacks by an internet bot...