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Initiating a call from a messaging interaction

  • Module

    Initiating a call from a messaging interaction

    1 Topic

    10 mins

    Pega Customer Service 8.8 Visible to: All users
  • Customer service representatives (CSRs) resolve customer queries by initiating calls during chat interactions. When a customer becomes unavailable to...

Low-code defined

Monitoring your contact center with Insights

  • Module

    Monitoring your contact center with Insights

    2 Topics

    15 mins

    Visible to: All users
  • Pega Customer Service™ provides various ways for managers to observe and monitor the application and performance of the call center. You will learn...

Pega positioning for Business Architects

Pega tools that support Scrum for Business Architects

Perpetual KYC with event-driven architecture

  • Module

    Perpetual KYC with event-driven architecture

    3 Topics

    35 mins

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • Customer data changes, ongoing e-screening alerts, and periodic review deadlines are just a few examples of types of events that the application might...

Presenting suggestions for agents

  • Module

    Presenting suggestions for agents

    4 Topics

    35 mins

    Visible to: All users
  • During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...

Setting chat and messaging behavior

Configuring a dashboard

Configuring business conditions

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