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The Prepare phase and project kickoff
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Module
The Prepare phase and project kickoff
7 Topics
1 hr 15 mins
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The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...
Presenting suggestions for agents
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Module
Presenting suggestions for agents
4 Topics
35 mins
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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
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Module
Production readiness during the Adopt phase
4 Topics
50 mins
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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...
Promoting rule reuse with relevant records
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Module
Promoting rule reuse with relevant records
1 Topic
15 mins
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Developers designate rules as relevant records to promote rule reuse by other developers. Leveraging relevant records helps developers build high...
Rule resolution
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Module
Rule resolution
5 Topics
1 hr
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Pega Platform™ uses a Rule resolution process and various Rule statuses to determine the most appropriate Rule instance to apply in a situation...
Script adherence
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Module
Script adherence
3 Topics
20 mins
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Learn how to configure script adherence to help CSRs deliver the prescribed script during a live conversation. You configure scripts in the dialogs...
Web services
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Module
Web services
1 Topic
15 mins
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Learn how to use web services to expose application functionality and how to use Pega API so that your Pega Platform™ application can integrate with...
Suggested cases
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Module
Suggested cases
3 Topics
25 mins
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Learn how to configure a suggested case in the Voice AI channel. A suggested case provides guidance to the CSR on how to resolve a customer request.
Suggested knowledge articles
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Module
Suggested knowledge articles
3 Topics
20 mins
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Learn how to configure a suggested knowledge article in the Voice AI channel. A suggested Pega Knowledge article provides information related to the...
UI authoring in Constellation
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Module
UI authoring in Constellation
5 Topics
50 mins
Pega Platform '23 -
Explore how you can configure Views to create the user interface in a Constellation application.