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eBusiness Services

  • Module

    eBusiness Services

    4 Topics

    40 mins

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • The eBusiness Services architecture improves automation and customer satisfaction by providing integration and business data layers to services such...

Enriching data with third party providers

  • Module

    Enriching data with third party providers

    2 Topics

    20 mins

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • Data enrichment and eBusiness Services architecture improve automation and customer satisfaction. Learn how the Encompass integration improves data...

Simulating an external data source

Field values

Form autofill

  • Module

    Form autofill

    3 Topics

    20 mins

    Visible to: All users
  • Learn how to configure Form Autofill to help CSRs complete the forms associated with a case type. Voice AI detects entities in the live customer...

Pega Low-Code App Factory introduction

  • Module

    Pega Low-Code App Factory introduction

    2 Topics

    22 mins

    Pega Platform 8.4 Visible to: All users
  • Learn about low-code development and review how Pega Low-Code App Factory aids in effectively scaling low-code in an enterprise.

Pega Voice AI introduction

  • Module

    Pega Voice AI introduction

    2 Topics

    25 mins

    Visible to: All users
  • Pega Voice AI assists service and sales representatives during live phone interactions by suggesting actions based on real-time analysis of the...

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...

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...

Suggested cases

  • Module

    Suggested cases

    3 Topics

    25 mins

    Visible to: All users
  • Learn how to configure a suggested case in the Voice AI channel. A suggested case provides guidance to the CSR on how to resolve a customer request.

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