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Configuring customer verification
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Module
Configuring customer verification
2 Topics
20 mins
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The Customer verification feature provides a pool of security questions that a customer service representative (CSR) can use to verify customer...
Configuring Digital Messaging Manager
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Module
Configuring Digital Messaging Manager
8 Topics
1 hr 10 mins
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The Digital Messaging Manager lets you add chat connections and social messaging platforms to your Digital Messaging channel interface. The Digital...
Configuring form Views
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Module
Configuring form Views
5 Topics
25 mins
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Explore how you can configure various form Views in Constellation. Learn how to configure form layouts, dynamic form behavior, field groups, and...
Configuring Pega Knowledge troubleshooters
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Module
Configuring Pega Knowledge troubleshooters
3 Topics
30 mins
Pega Customer Service 8.7 -
Learn how to configure Pega Knowledge™ troubleshooters for a Pega Customer Service™ application and provide dynamic diagnostics capabilities to help...
Constellation and Theme Cosmos
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Module
Constellation and Theme Cosmos
2 Topics
25 mins
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Discover when it is appropriate to build applications using the Constellation design system and walk through the features of the Constellation...
Creating a case from email
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Module
Creating a case from email
2 Topics
20 mins
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Pega Email Bot™ can improve email response by starting a service case based on the content of a customer email.
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...
Creating Data Objects
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Module
Creating Data Objects
3 Topics
30 mins
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Create Data Objects to model the attributes of an entity and establish a common context for a group of fields. Create a data relationship with a...
Customizing the appearance of a form
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Module
Customizing the appearance of a form
4 Topics
40 mins
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Organize information for end-users by using layouts and controls for easy navigation through forms.
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...