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Email bot cases and responses
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Module
Email bot cases and responses
2 Topics
25 mins
Pega Platform 8.8 -
Pega Email Bot can detect the topic or sentiment of an email and route the email to the appropriate operator or queue. Intelligent routing allows the...
Email Manager portal
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Module
Email Manager portal
6 Topics
55 mins
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The Email Manager portal facilitates the manual processing of emails that do not meet any of the intelligent routing criteria and necessitate triage...
Enriching data with third party providers
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Module
Enriching data with third party providers
2 Topics
20 mins
Pega Client Lifecycle Management for Financial Services 8.8 -
Data enrichment and eBusiness Services architecture improve automation and customer satisfaction. Learn how the Encompass integration improves data...
Simulating an external data source
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Module
Simulating an external data source
1 Topic
25 mins
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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...
Field values
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Module
Field values
1 Topic
15 mins
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Learn how to use field value rules to define items in a selection list presented to end users, which enables you to restrict the values of a property...
Full Case Views
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Module
Full Case Views
1 Topic
25 mins
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Learn about low-code modular development in Pega Constellation by authoring your applications with Views, templates, and widgets. Discover the...
Getting started with Digital Messaging
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Module
Getting started with Digital Messaging
2 Topics
15 mins
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In this module, you learn about Digital Messaging and its supported messaging platforms. Also, learn how to create a Digital Messaging interface to...
Skipping a Process or a Stage
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Module
Skipping a Process or a Stage
1 Topic
10 mins
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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.
Intelligent routing
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Module
Intelligent routing
4 Topics
1 hr
Pega Platform 8.8 -
Pega Email Bot™ can detect the topic or sentiment of an email and route the email to the appropriate operator or queue. Intelligent routing allows the...
Nurturing leads and opportunities
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Module
Nurturing leads and opportunities
5 Topics
30 mins
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Sales representatives nurture leads and opportunities to win sales. In this module, you learn how to capture customer interactions and how the...