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The Prepare phase and project kickoff

  • Module

    The Prepare phase and project kickoff

    7 Topics

    1 hr 15 mins

    Visible to: All users
  • The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...

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...

Production readiness during the Adopt phase

  • Module

    Production readiness during the Adopt phase

    4 Topics

    50 mins

    Visible to: All users
  • The Adopt phase follows the Build phase. During Adopt, you confirm that your client is ready to implement the Microjourneys™ that you packaged into a...

Adding an external data source to a data type

Adding data records to a data object

Adding dynamic functionality to a button

Adding fields to Views

Displaying list data in Views

Refining an Agile Workbench backlog

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