You can use root cause analysis (RCA) to identify the probable causes of a problem. Learn how to use RCA to find correlations that lead you to these...

Pega Sales Automation™ comes with three main application personas: Sales representative, sales manager, and sales operations. Each persona has its own...

Learn how to configure script adherence to help CSRs deliver the prescribed script during a live conversation. You configure scripts in the dialogs...

• 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...

Pega Sales Automation™ supports both business-to-business (B2B) and business-to-consumer (B2C) selling modes. Regardless of whether you sell to...

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...

Deploy and assign automation packages to Pega Robot Manager. Advance packages from development to production deployment levels. Manage deployed...

Based on analysis findings, you can run simulations to help you determine the potential ROI for process enhancements. For example, you can run a...