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Creating a child Case
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Module
Creating a child Case
1 Topic
15 mins
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Create child Cases to model work that different parties perform, work that follows different reporting options, work that follows different reporting...
Creating custom tabs
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Module
Creating custom tabs
2 Topics
25 mins
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Learn how to create your own customer composite tabs. Customer composite tabs are used to display a logical group of information to a user in Pega...
Customizing the customer service user interface
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Module
Customizing the customer service user interface
2 Topics
15 mins
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Learn how to configure various aspects of the Pega Customer Service™ UI. Customize the layout for a service case, add a field to display, and modify...
Debugging system performance
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Module
Debugging system performance
3 Topics
1 hr
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Diagnosing performance issues requires understanding the root cause of an issue. For example, a user might report that an application takes a minute...
Decision tables and trees
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Module
Decision tables and trees
4 Topics
35 mins
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Decision tables and Decision trees are fundamental to enforcing business decisions. Decision tables are a helpful approach when you must test the...
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...
Designing an approval Process
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Module
Designing an approval Process
1 Topic
15 mins
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To enhance business reliability and accountability, configure an approval process that allows users to approve or reject tasks within the workflow.
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...
Escalating late work
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Module
Escalating late work
1 Topic
10 mins
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Set a passed deadline interval with both Urgency adjustments and escalation Actions to drive late work to completion.