Search
Presenting suggestions for agents
-
Module
Presenting suggestions for agents
4 Topics
35 mins
-
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
-
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...
Role of a Pega Business Architect
-
Module
Role of a Pega Business Architect
2 Topics
30 mins
-
The Pega Business architect serves as a liaison between the business function and the technical development team to ensure that the Pega solution...
Sizing a Pega Platform project
-
Module
Sizing a Pega Platform project
2 Topics
25 mins
-
Determine project cost and schedule by estimating staffing and timelines with the Estimator tool. The Estimator is a discovery tool that provides an...
The Discover phase and your MLP
-
Module
The Discover phase and your MLP
12 Topics
1 hr 55 mins
-
Discover is the first phase within the Pega Express™ delivery approach, based on design thinking. Design thinking plays a key role and helps your team...
The Prepare phase and project kickoff
-
Module
The Prepare phase and project kickoff
7 Topics
1 hr 15 mins
-
The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...
Configuring a coaching tip
-
Challenge
Configuring a coaching tip
2 Tasks
15 mins
-
You are a customer service representative (CSR) manager and have observed that your CSRs are making typos consistently when entering new addresses for...
Configuring a common phrase
-
Challenge
Configuring a common phrase
2 Tasks
15 mins
-
Your company wants to set up a consistent greeting for customer service agents to use when sending emails to customers. The message thanks the...
Configuring business conditions
-
Challenge
Configuring business conditions
2 Tasks
5 mins
-
U+ Bank identifies that many customer are missing their payment due dates, resulting in late fees and negative impact on their credit score. To...
Customizing the user interface for agents
-
Challenge
Customizing the user interface for agents
2 Tasks
15 mins
-
You have been asked to make the following changes to the Pega Customer Service user interface, which is displayed when customer service representative...