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Sending emails during Case processing

eBusiness Services

  • Module

    eBusiness Services

    4 Topics

    40 mins

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • The eBusiness Services architecture improves automation and customer satisfaction by providing integration and business data layers to services such...

Enriching data with third party providers

  • Module

    Enriching data with third party providers

    2 Topics

    20 mins

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • Data enrichment and eBusiness Services architecture improve automation and customer satisfaction. Learn how the Encompass integration improves data...

Simulating an external data source

Field values

Form autofill

  • Module

    Form autofill

    3 Topics

    20 mins

    Visible to: All users
  • 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...

Full Case Views

Generating test coverage reports

  • Module

    Generating test coverage reports

    4 Topics

    25 mins

    All Products Visible to: All users
  • This module provides an overview of the test coverage metric and the process to generate test coverage reports. Learn how to generate user-level and...

Getting started with Digital Messaging

  • Module

    Getting started with Digital Messaging

    2 Topics

    15 mins

    Visible to: All users
  • 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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