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Building the Customer Insights Cache
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Module
Building the Customer Insights Cache
9 Topics
1 hr 45 mins
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Data lies at the heart of one-to-one customer engagement. Utilize industry-specific data models for customer-centric decisioning, based on best...
Configuring a dashboard
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Module
Configuring a dashboard
1 Topic
15 mins
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Configure the content and organization of a user dashboard to provide easy access to the information that business users need to know.
Creating a Rule
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Module
Creating a Rule
5 Topics
45 mins
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Pega Platform™ generates application code in the background by using Rules that describe how the application functions. In App Studio, Rules are...
Defining a reporting strategy
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Module
Defining a reporting strategy
4 Topics
1 hr 55 mins
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Defining a reporting strategy goes beyond creating reports in Pega Platform™. Many organizations use a data warehousing solution and have distinct...
Designing reports with multiple sources
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Module
Designing reports with multiple sources
4 Topics
55 mins
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Learn three techniques to create a report that references data from multiple classes: combining data in a report by creating subreports, configuring...
Evaluating application data with Insights for Business Architects
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Module
Evaluating application data with Insights for Business Architects
1 Topic
20 mins
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As a Pega Business Architect, you understand that all organizations need to analyze their operations to understand the performance of their teams and...
Exploring application data with Insights
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Module
Exploring application data with Insights
1 Topic
15 mins
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Pega Platform™ allows you to easily explore and analyze data in your application using the Explore Data landing page. You can use Insights to...
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...
Gaining insight into business efficiency
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Module
Gaining insight into business efficiency
2 Topics
25 mins
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Design reports to analyze Case data and provide insight into processes and workflows.
Implementing service requests
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Module
Implementing service requests
3 Topics
20 mins
Pega Customer Service 8.7 -
In this module, learn how to refactor your existing Pega Customer Service™ service requests by using the two recommended design methodologies. The...