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Presenting suggestions for agents
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モジュール
Presenting suggestions for agents
4 トピック
35 分
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
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...
Saving data to a system of record
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モジュール
Saving data to a system of record
2 トピック
30 分
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Promote Case processing efficiency and improve application flexibility by leveraging savable Data Pages and systems of records to store and update...
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...
Simulating an external data source
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モジュール
Simulating an external data source
1 トピック
25 分
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During development, before database integrations are configured. You can simulate an external data source to test functionality when a data source is...
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 a pattern
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モジュール
Validating data against a pattern
1 トピック
10 分
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Certain data, such as postal codes or identification numbers, may need to match a specific pattern of characters. To test data values against a...