Search
Evaluating application data with Insights for Business Architects
-
Module
Evaluating application data with Insights for Business Architects
1 Topic
20 mins
-
As a Pega Business Architect, you understand that all organizations need to analyze their operations to understand the performance of their teams and...
Managing application access for Business Architects
-
Module
Managing application access for Business Architects
2 Topics
30 mins
-
User management is fundamental to the successful implementation of a Pega Platform™ application.
As a Pega Business Architect, in order to...
Managing data values for Business Architects
-
Module
Managing data values for Business Architects
5 Topics
1 hr 15 mins
-
As a Pega Business Architect, understanding Pega's features for managing data integrity and accuracy throughout the Case Life Cycle is essential for...
Capturing and presenting data
-
Module
Capturing and presenting data
3 Topics
45 mins
-
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 a dashboard
-
Module
Configuring a dashboard
1 Topic
15 mins
-
Configure the content and organization of a user dashboard to provide easy access to the information that business users need to know.
Configuring common phrases for agents
-
Module
Configuring common phrases for agents
1 Topic
10 mins
-
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
-
Module
Creating a data relationship
2 Topics
30 mins
-
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 a case from email
-
Module
Creating a case from email
2 Topics
20 mins
-
Pega Email Bot™ can improve email response by starting a service case based on the content of a customer email.
Creating custom tabs
-
Module
Creating custom tabs
2 Topics
25 mins
-
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
-
You use Customer Service data sources to add external data objects into the Pega Customer Service™ application. Within data sources, you can specify...