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Tracking and auditing changes to data
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Module
Tracking and auditing changes to data
1 Topic
15 mins
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Pega Platform™ automatically tracks actions performed, such as which operators worked on a case and when. You can enhance this capability by using...
Guiding a customer service agent with dialogs
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Module
Guiding a customer service agent with dialogs
2 Topics
15 mins
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Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Initiating a call from a messaging interaction
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Module
Initiating a call from a messaging interaction
1 Topic
10 mins
Pega Customer Service 8.8 -
Customer service representatives (CSRs) resolve customer queries by initiating calls during chat interactions. When a customer becomes unavailable to...
Pega Low-Code App Factory introduction
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Module
Pega Low-Code App Factory introduction
2 Topics
22 mins
Pega Platform 8.4 -
Learn about low-code development and review how Pega Low-Code App Factory aids in effectively scaling low-code in an enterprise.
Presenting suggestions for agents
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Module
Presenting suggestions for agents
4 Topics
35 mins
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Securing and auditing data
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Module
Securing and auditing data
2 Topics
30 mins
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Pega Platform™ provides multiple ways to ensure the integrity of and ability to audit application data. Applications automatically track Actions...
Security Checklist awareness
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Module
Security Checklist awareness
1 Topic
20 mins
Platform -
- 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...
Setting chat and messaging behavior
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Module
Setting chat and messaging behavior
4 Topics
35 mins
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Chat and messaging configuration options define the properties for all the individual channels that support conversations between customer service...
Managing application access
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Challenge
Managing application access
1 Task
5 mins
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GoGoRoad product managers want to restrict access to development on the New Vendor Case Type so that only approved roles perform updates. Configure...
Auditing changes to the value of fields
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Challenge
Auditing changes to the value of fields
1 Task
5 mins
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HRApps provides payroll setup for employees. For the Payroll Setup Case Type, an employee provides their bank information for direct deposit. When the...