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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...
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.
Validating data against business logic
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モジュール
Validating data against business logic
1 トピック
15 分
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Validate user data against business logic to avoid invalid data within applications.
Adding a duplicate Case search for BAs
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チャレンジ
Adding a duplicate Case search for BAs
4 タスク
15 分
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In a DCO session, GoGoRoad stakeholders said that they want to ensure that only one Assistance Request Case is processed for each customer incident...
Adding a duplicate Case Type search
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チャレンジ
Adding a duplicate Case Type search
3 タスク
10 分
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InsCorp wants to ensure that only one Assistance Request Case is processed for each request. Customers that send assistance requests might have...