Developers designate rules as relevant records to promote rule reuse by other developers. Leveraging relevant records helps developers build high...

Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...

Pega Platform™ uses a Rule resolution process and various Rule statuses to determine the most appropriate Rule instance to apply in a situation...

• 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...

Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...

Chat and messaging configuration options define the properties for all the individual channels that support conversations between customer service...

Messaging AI analyzes the context of the conversation and suggests cases and knowledge articles while a CSR interacts with a customer. Messaging AI...

Determine project cost and schedule by estimating staffing and timelines with the Estimator tool. The Estimator is a discovery tool that provides an...

Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility.