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Saving data to a system of record
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Module
Saving data to a system of record
2 Rubriques
30 mins
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Promote Case processing efficiency and improve application flexibility by leveraging savable Data Pages and systems of records to store and update...
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...
Sending emails during Case processing
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Module
Sending emails during Case processing
1 Rubrique
15 mins
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Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
Setting chat and messaging behavior
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Module
Setting chat and messaging behavior
4 Rubriques
35 mins
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Chat and messaging configuration options define the properties for all the individual channels that support conversations between customer service...
Setting up Messaging AI
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Module
Setting up Messaging AI
5 Rubriques
50 mins
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Messaging AI analyzes the context of the conversation and suggests cases and knowledge articles while a CSR interacts with a customer. Messaging AI...
Simulating an external data source
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Module
Simulating an external data source
1 Rubrique
25 mins
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During development, before database integrations are configured. You can simulate an external data source to test functionality when a data source is...
Sizing a Pega Platform project
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Module
Sizing a Pega Platform project
2 Rubriques
25 mins
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Determine project cost and schedule by estimating staffing and timelines with the Estimator tool. The Estimator is a discovery tool that provides an...
Skipping a Process or a Stage
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Module
Skipping a Process or a Stage
1 Rubrique
10 mins
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Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility.
The Data Model
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Module
The Data Model
4 Rubriques
50 mins
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Capture and present data in your application to provide the information that is necessary to complete work. Configure relationships among data types...
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...