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Data and Integration Essentials

  • Mission

    Data and Integration Essentials

    7 Modules

    6 Challenges

    6 hrs 30 mins

    Visible to: All users
  • Learn the core principles of data and integration on Pega Platform™. Business users and delivery team members use these principles to plan and deliver...

System Architect

Configuring common phrases for agents

Creating custom tabs

  • Module

    Creating custom tabs

    2 Topics

    25 mins

    Visible to: All users
  • 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

  • Module

    Creating Customer Service data sources

    1 Topic

    10 mins

    Visible to: All users
  • You use Customer Service data sources to add external data objects into the Pega Customer Service application. Within data sources, you can specify...

Customizing the customer service user interface

  • Module

    Customizing the customer service user interface

    2 Topics

    15 mins

    Visible to: All users
  • 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...

DevOps

  • Module

    DevOps

    5 Topics

    50 mins

    All Products Visible to: All users
  • This module outlines the concepts, importance, and the implementation of DevOps practices.

Guiding a customer service agent with dialogs

  • Module

    Guiding a customer service agent with dialogs

    2 Topics

    15 mins

    Visible to: All users
  • Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.

Integrating external data

  • Module

    Integrating external data

    2 Topics

    20 mins

    Pega Customer Service 8.8 Visible to: All users
  • In this module, you learn how to integrate external data into a Pega Customer Service application. You will connect to a REST service that contains...

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...

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