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Role of a Pega Business Architect
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Module
Role of a Pega Business Architect
2 Topics
30 mins
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The Pega Business architect serves as a liaison between the business function and the technical development team to ensure that the Pega solution...
Root cause analysis
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Module
Root cause analysis
1 Topic
10 mins
Pega Process Mining -
You can use root cause analysis (RCA) to identify the probable causes of a problem. Learn how to use RCA to find correlations that lead you to these...
Sales portals overview
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Module
Sales portals overview
1 Topic
15 mins
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Pega Sales Automation™ comes with three main application personas: Sales representative, sales manager, and sales operations. Each persona has its own...
Script adherence
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Module
Script adherence
3 Topics
20 mins
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Learn how to configure script adherence to help CSRs deliver the prescribed script during a live conversation. You configure scripts in the dialogs...
Security audits in Pega Platform
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Module
Security audits in Pega Platform
4 Topics
1 hr 20 mins
Pega Platform '23 -
Security audits in Pega Platform™ can help you assess the security measures, policies, and procedures of an organization to identify any...
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...
Selling to businesses, individuals, and households
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Module
Selling to businesses, individuals, and households
4 Topics
25 mins
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Pega Sales Automation™ supports both business-to-business (B2B) and business-to-consumer (B2C) selling modes. Regardless of whether you sell to...
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...
Setting up Messaging AI
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Module
Setting up Messaging AI
5 Topics
50 mins
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Messaging AI analyzes the context of the conversation and suggests cases and knowledge articles while a CSR interacts with a customer. Messaging AI...
Sharing of work between users in Robot Manager
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Module
Sharing of work between users in Robot Manager
5 Topics
30 mins
Pega Robot Manager 8.8 -
Deploy and assign automation packages to Pega Robot Manager. Advance packages from development to production deployment levels. Manage deployed...