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Business conditions
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Module
Business conditions
2 Topics
20 mins
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Learn how to create your own, custom business conditions in App Studio. Business conditions allow you to use a set of pre-defined criteria to...
Capturing and presenting data
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Module
Capturing and presenting data
3 Topics
45 mins
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Define fields to capture user input and present data to users. Add fields to Views to define and tailor the user interface (UI) for each Step of the...
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...
Creating a data relationship
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Module
Creating a data relationship
2 Topics
30 mins
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Create data objects to model the attributes of an entity and establish a common context for a group of fields. Create a data relationship in a Case...
Creating and setting application variables
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Module
Creating and setting application variables
1 Topic
20 mins
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Pega Platform™ provides a unified, consistent framework for allowing developers to expose certain application settings for customization. You can...
Creating custom tabs
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Module
Creating custom tabs
2 Topics
25 mins
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Learn how to create your own customer composite tabs. Customer composite tabs are used to display a logical group of information to a user in Pega...
Creating Customer Service data sources
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Module
Creating Customer Service data sources
1 Topic
10 mins
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You use Customer Service data sources to add external data objects into the Pega Customer Service™ application. Within data sources, you can specify...
Creating Data Objects
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Module
Creating Data Objects
3 Topics
30 mins
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Create Data Objects to model the attributes of an entity and establish a common context for a group of fields. Create a data relationship with a...
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...
Defining a customer Microjourney
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Module
Defining a customer Microjourney
5 Topics
50 mins
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Learn how Case Types represent a customer Microjourney™ from beginning to a desired outcome. Design the life cycle of a Case Type as a series of Steps...