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Adding more tracking time periods for contact policies
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Module
Adding more tracking time periods for contact policies
2 Topics
25 mins
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Learn about contact policies and how they are used in Pega Customer Decision Hub to improve the customer experience. Also, learn how to bypass the...
Adding optional Actions to a workflow
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Module
Adding optional Actions to a workflow
1 Topic
15 mins
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Allow users to decide whether to perform additional Actions on a Case, such as updating account information or cancelling a Case.
Adding users to the sales team
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Module
Adding users to the sales team
2 Topics
15 mins
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A user of Pega Sales Automationâ„¢ has an user profile that defines roles and data access. In this module, you will learn how to manage users in your...
Additional toolbox options for automations
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Module
Additional toolbox options for automations
9 Topics
1 hr 5 mins
Pega Robotic Automation 22.1 -
In Pega Robot Studio, the Toolbox offers you a wide array of features to help extend automation development to include Windows forms, dialog boxes...
Advanced authoring
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Module
Advanced authoring
3 Topics
25 mins
Pega Customer Service 8.8 -
In this module you learn how to import content into Pega Knowledge from an external source such as a legacy content system or a translation services...
Advanced background processing
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Module
Advanced background processing
6 Topics
3 hrs 10 mins
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The design of background processing is crucial for meeting business service-level agreements and automating processes. Background processes require...
Advanced Buddy features
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Module
Advanced Buddy features
5 Topics
45 mins
Pega Knowledge Buddy '24.1 -
In this module, you will explore the advanced features of the Pega Gen AI Knowledge Buddyâ„¢. Learn how to create and secure data sources, how to update...
Advanced query design
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Module
Advanced query design
3 Topics
1 hr 35 mins
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The knowledge of how to configure reports might not be enough to create accurate reports. You can use multiple solutions, one superior to the others...
Alert and Investigation Management accelerator
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Module
Alert and Investigation Management accelerator
3 Topics
50 mins
Pega Client Lifecycle Management for Financial Services '23 -
Reusing assets from Pega Platformâ„¢ and Pega Foundation for Financial Services, the Alert and Investigation Management (AIM) accelerator provides a...
Analyzing customer distribution using Pega Value Finder
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Module
Analyzing customer distribution using Pega Value Finder
2 Topics
20 mins
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Learn how Pega Value Finder can be used to discover areas of improvement in the next-best-action strategy and adjust the engagement policies to create...