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Pega Customer Service performance considerations

  • Module

    Pega Customer Service performance considerations

    3 Topics

    30 mins

    Pega Customer Service 8.8 Visible to: All users
  • Reviews the performance guidelines to use when implementing Pega Customer Service™ applications. Learn about performance, best practices for data...

Pega Email Bot configuration

  • Module

    Pega Email Bot configuration

    3 Topics

    45 mins

    Pega Platform 8.8 Visible to: All users
  • Pega Email Bot™ leverages Pega’s industry-leading natural language processing (NLP) and process automation to interpret, route, audit, and automate...

Pega Low-Code App Factory introduction

  • Module

    Pega Low-Code App Factory introduction

    2 Topics

    22 mins

    Pega Platform 8.4 Visible to: All users
  • Learn about low-code development and review how Pega Low-Code App Factory aids in effectively scaling low-code in an enterprise.

Perpetual KYC with event-driven architecture

  • Module

    Perpetual KYC with event-driven architecture

    3 Topics

    35 mins

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • Customer data changes, ongoing e-screening alerts, and periodic review deadlines are just a few examples of types of events that the application might...

Security Checklist awareness

  • Module

    Security Checklist awareness

    1 Topic

    20 mins

    Platform Visible to: All users
    • What is the Security Checklist?
    • How do I access the Security Checklist?
    • How to use the Security Checklist?/What is the purpose?
    • What happens if I...

Tracking and auditing changes to data

Attaching PDF files to a case

  • Challenge

    Attaching PDF files to a case

    2 Tasks

    10 mins

    Pega Platform 8.8 Visible to: All users
  • InsCorp wants to ensure that customers receive an email with a receipt of services, including a breakdown of the services provided. Add two...

Auditing changes to the value of fields

Configuring intelligent routing

  • Challenge

    Configuring intelligent routing

    2 Tasks

    10 mins

    Visible to: All users
  • The U+ Bank email bot is set up. You are now expected to configure the email bot to react to customer requests, route work, and automatically respond...

Configuring the Email Manager portal

  • Challenge

    Configuring the Email Manager portal

    3 Tasks

    15 mins

    Visible to: All users
  • The U+ Bank email bot is set up, and you must configure the Email Manager portal to manually triage any emails that do not match the intelligent...

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