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Routing Assignments to users
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モジュール
Routing Assignments to users
1 トピック
25 分
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Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...
Sending emails during Case processing
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モジュール
Sending emails during Case processing
1 トピック
15 分
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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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モジュール
Setting chat and messaging behavior
4 トピック
35 分
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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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モジュール
Setting up Messaging AI
5 トピック
50 分
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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...
Sizing a Pega Platform project
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モジュール
Sizing a Pega Platform project
2 トピック
25 分
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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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モジュール
Skipping a Process or a Stage
1 トピック
10 分
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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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モジュール
The Data Model
4 トピック
50 分
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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...
The Discover phase and your MLP
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モジュール
The Discover phase and your MLP
12 トピック
1時間 55 分
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Discover is the first phase within the Pega Express™ delivery approach, based on design thinking. Design thinking plays a key role and helps your team...
The Prepare phase and project kickoff
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モジュール
The Prepare phase and project kickoff
7 トピック
1時間 15 分
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The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...
User guidance
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モジュール
User guidance
2 トピック
15 分
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Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.