Architecture and design decisions in the Prepare phase ready your team for the Build phase. During Prepare, you refine the business and technical...

Automating actions whenever the value of a property changes allows for more sophisticated case automation.

Configure the content and organization of a user dashboard to provide easy access to the information that business users need to know.

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...

Work Groups and Work Queues allow cross-functional teams of users to work from a shared pool of Assignments and improve Process efficiency.

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...

Test application functionality that returns an error or incorrect result to debug issues and identify an appropriate resolution path.

Learn how Case Types represent a customer Microjourney™ from beginning to a desired outcome. Design the life cycle of a Case Type as a series of Steps...

Defining a reporting strategy goes beyond creating reports in Pega Platform™. Many organizations use a data warehousing solution and have distinct...