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Intelligent guided sales
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Module
Intelligent guided sales
2 Topics
15 mins
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Pega Sales Automation™ provides configurable sales processes tailored to your customers and products. This guidance, reinforced by artificial...
Intelligent recording of automations
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Module
Intelligent recording of automations
4 Topics
30 mins
Pega Robotic Automation 22.1 -
The basis of Pega Robot Studio is in its interrogation process; however, there are times where the interrogation and building of automations can be...
Intelligent routing
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Module
Intelligent routing
4 Topics
1 hr
Pega Platform 8.8 -
Pega Email Bot™ can detect the topic or sentiment of an email and route the email to the appropriate operator or queue. Intelligent routing allows the...
Interacting with customers using a chatbot
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Module
Interacting with customers using a chatbot
3 Topics
30 mins
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In this module, you learn about the Web Messaging bot and its configuration options. You also learn how to configure a chatbot with Digital Messaging...
Interaction Portal for Pega Collections
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Module
Interaction Portal for Pega Collections
5 Topics
55 mins
Pega Customer Service 8.7 -
Learn about the views and sections of the Interaction Portal in Pega Collections™, which address the specific needs of the CSRs and managers of...
Inviting users to an application
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Module
Inviting users to an application
1 Topic
10 mins
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Add Personas and Channel interfaces to an application and assign users to Personas based on how they interact with a Case.
Know Your Customer
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Module
Know Your Customer
4 Topics
35 mins
Pega Client Lifecycle Management for Financial Services 8.7 -
Financial institutions are legally obliged to adhere to Know Your Customer (KYC) laws and regulations, which ensure that customers are not involved in...
Knowledge Buddy integration
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Module
Knowledge Buddy integration
3 Topics
25 mins
Pega Knowledge Buddy '24.1 -
This module provides an overview of the possibilities of integrating a Pega Gen AI Knowledge Buddy™ in an application. Learn about the required...
KPIs
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Module
KPIs
3 Topics
20 mins
Pega Process Mining -
Key performance indicators (KPIs) help you to measure the performance of company processes to achieve strategic goals and objectives. Learn how to...
KYC Quality Control
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Module
KYC Quality Control
1 Topic
10 mins
Pega Client Lifecycle Management for Financial Services 8.8 -
Learn about quality control in Pega Client Lifecycle Management and Know Your Customer™ (CLM and KYC) and how it improves reviews and the "four-eye"...