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Simulating an external data source
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Module
Simulating an external data source
1 Topic
25 mins
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During development, before database integrations are configured. You can simulate an external data source to test functionality when a data source is...
Field values
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Module
Field values
1 Topic
15 mins
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Learn how to use field value rules to define items in a selection list presented to end users, which enables you to restrict the values of a property...
Initiating a call from a messaging interaction
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Module
Initiating a call from a messaging interaction
1 Topic
10 mins
Pega Customer Service 8.8 -
Customer service representatives (CSRs) resolve customer queries by initiating calls during chat interactions. When a customer becomes unavailable to...
Integrating external data
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Module
Integrating external data
2 Topics
20 mins
Pega Customer Service 8.8 -
In this module, you learn how to integrate external data into a Pega Customer Service application. You will connect to a REST service that contains...
Perpetual KYC with event-driven architecture
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Module
Perpetual KYC with event-driven architecture
3 Topics
35 mins
Pega Client Lifecycle Management for Financial Services 8.8 -
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
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Module
Presenting suggestions for agents
4 Topics
35 mins
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
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...
Adding an external data source to a data type
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Challenge
Adding an external data source to a data type
6 Tasks
30 mins
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Requests for roadside assistance must identify the vehicle so that a service provider can prepare for the service call. For example, certain vehicles...
Adding data records to a data object
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Challenge
Adding data records to a data object
3 Tasks
10 mins
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When submitting a service request through the MyTown311 application, residents enter information about the issue. The mayor and the services...
Adding fields to Views
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Challenge
Adding fields to Views
4 Tasks
20 mins
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Now that the Stages, Steps, and data objects for the MyTown 311 Service Request Case Life Cycle are configured, the Mayor and the Services coordinator...