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Role of a Pega Business Architect

Root cause analysis

  • Module

    Root cause analysis

    1 Topic

    10 mins

    Pega Process Mining Visible to: All users
  • 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

  • Module

    Sales portals overview

    1 Topic

    15 mins

    Visible to: All users
  • Pega Sales Automation™ comes with three main application personas: Sales representative, sales manager, and sales operations. Each persona has its own...

Script adherence

  • Module

    Script adherence

    3 Topics

    20 mins

    Visible to: All users
  • 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

  • Module

    Security audits in Pega Platform

    4 Topics

    1 hr 20 mins

    Pega Platform '23 Visible to: All users
  • Security audits in Pega Platform™ can help you assess the security measures, policies, and procedures of an organization to identify any...

Security Checklist awareness

  • Module

    Security Checklist awareness

    1 Topic

    20 mins

    Platform Visible to: All users
    • 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

  • Module

    Selling to businesses, individuals, and households

    4 Topics

    25 mins

    Visible to: All users
  • 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

Setting up Messaging AI

  • Module

    Setting up Messaging AI

    5 Topics

    50 mins

    Visible to: All users
  • 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

  • Module

    Sharing of work between users in Robot Manager

    5 Topics

    30 mins

    Pega Robot Manager 8.8 Visible to: All users
  • Deploy and assign automation packages to Pega Robot Manager. Advance packages from development to production deployment levels. Manage deployed...

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