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Configuring a dashboard
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Module
Configuring a dashboard
1 Topic
15 mins
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Configure the content and organization of a user dashboard to provide easy access to the information that business users need to know.
Defining a customer Microjourney
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Module
Defining a customer Microjourney
5 Topics
50 mins
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Learn how Case Types represent a customer Microjourney™ from beginning to a desired outcome. Design the life cycle of a Case Type as a series of Steps...
Defining a reporting strategy
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Module
Defining a reporting strategy
4 Topics
1 hr 55 mins
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Defining a reporting strategy goes beyond creating reports in Pega Platform™. Many organizations use a data warehousing solution and have distinct...
Designing a mobile app experience
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Module
Designing a mobile app experience
2 Topics
25 mins
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Mobile app experiences built with Pega Platform™ can be configured for each user role. Learn how to personalize the theme colors of a mobile app...
Designing reports with multiple sources
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Module
Designing reports with multiple sources
4 Topics
55 mins
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Learn three techniques to create a report that references data from multiple classes: combining data in a report by creating subreports, configuring...
Designing UI for multiple devices
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Module
Designing UI for multiple devices
3 Topics
30 mins
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Leverage responsive behavior, such as that found in layout templates, to create an optimal user experience regardless of which device users prefer.
Digital messaging
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Module
Digital messaging
3 Topics
25 mins
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Pega Customer Service offers chat and messaging capabilities that provide flexibility to customers and adaptability for customer service...
Evaluating application data with Insights for Business Architects
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Module
Evaluating application data with Insights for Business Architects
1 Topic
20 mins
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As a Pega Business Architect, you understand that all organizations need to analyze their operations to understand the performance of their teams and...
Exploring application data with Insights
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Module
Exploring application data with Insights
1 Topic
15 mins
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Pega Platform™ allows you to easily explore and analyze data in your application using the Explore Data landing page. You can use Insights to...
Form autofill
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Module
Form autofill
3 Topics
20 mins
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Learn how to configure Form Autofill to help CSRs complete the forms associated with a case type. Voice AI detects entities in the live customer...