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Application essentials
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Module
Application essentials
4 Topics
40 mins
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Determine what data your application requires and who will use the application. Then, set up processes to capture data, send emails, and route work.
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Building a Data Model for Business Architects
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Module
Building a Data Model for Business Architects
6 Topics
1 hr 35 mins
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As a Pega Business Architect, you play a central role in designing the Data Model that underpins the Case Life Cycle.
Learn how Pega applications...
Configuring common phrases for agents
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Module
Configuring common phrases for agents
1 Topic
10 mins
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Learn how to provide customer service agents with a set of common phrases so that, in any text-based channel, the agents can insert preapproved...
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...
Form autofill
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Module
Form autofill
3 Topics
20 mins
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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...
Guiding a customer service agent with dialogs
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Module
Guiding a customer service agent with dialogs
2 Topics
15 mins
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Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Pega Voice AI introduction
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Module
Pega Voice AI introduction
2 Topics
25 mins
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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
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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...
Script adherence
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Module
Script adherence
3 Topics
20 mins
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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
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Module
Suggested cases
3 Topics
25 mins
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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.