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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...

Examining the Case Type Backlog

Creating a case completion prediction

  • Challenge

    Creating a case completion prediction

    3 Tasks

    15 mins

    Visible to: All users
  • U+ Insurance implements Pega Process AI™ to optimize case automation. The business wants to predict whether an incoming claim has a low probability of...

Creating a fraud prediction

  • Challenge

    Creating a fraud prediction

    3 Tasks

    15 mins

    Visible to: All users
  • U+ Insurance routes incoming car insurance claims for straight-through processing when the amount of a claim is under a set limit. If the amount of...

Enabling Pega Customer Decision Hub agents

Importing customer data from a CSV

  • Challenge

    Importing customer data from a CSV

    2 Tasks

    10 mins

    Visible to: All users
  • U+ Bank wants to improve the experience of its customers with predictive and adaptive analytical models that drive personalized decisions. Following...

Setting up data ingestion

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