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Script adherence
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モジュール
Script adherence
3 トピック
20 分
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Learn how to configure script adherence to help CSRs deliver the prescribed script during a live conversation. You configure scripts in the dialogs...
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...
Service requests
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モジュール
Service requests
9 トピック
50 分
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This module shows you how to create service requests using the Customer Service Request Template. Learn about the purpose, customization options, and...
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.
Suggested cases
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モジュール
Suggested cases
3 トピック
25 分
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Learn how to configure a suggested case in the Voice AI channel. A suggested case provides guidance to the CSR on how to resolve a customer request.
Suggested knowledge articles
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モジュール
Suggested knowledge articles
3 トピック
20 分
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Learn how to configure a suggested knowledge article in the Voice AI channel. A suggested Pega Knowledge article provides information related to the...
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.
Working in the Patient 360 profile
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モジュール
Working in the Patient 360 profile
8 トピック
1時間 35 分
Pega Care Management 8.7 -
Learn about the key concepts and best practices for configuring Patient 360, including setting the categories for tracking social determinants of...