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Setting chat and messaging behavior
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Module
Setting chat and messaging behavior
4 Topics
35 mins
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Chat and messaging configuration options define the properties for all the individual channels that support conversations between customer service...
Setting up Messaging AI
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Module
Setting up Messaging AI
5 Topics
50 mins
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Messaging AI analyzes the context of the conversation and suggests cases and knowledge articles while a CSR interacts with a customer. Messaging AI...
Simulating an external data source
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Module
Simulating an external data source
1 Topic
25 mins
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During development, before database integrations are configured. You can simulate an external data source to test functionality when a data source is...
Sizing a Pega Platform project
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Module
Sizing a Pega Platform project
2 Topics
25 mins
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Determine project cost and schedule by estimating staffing and timelines with the Estimator tool. The Estimator is a discovery tool that provides an...
Skipping a Process or a Stage
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Module
Skipping a Process or a Stage
1 Topic
10 mins
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Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility.
The Data Model
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Module
The Data Model
4 Topics
50 mins
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Capture and present data in your application to provide the information that is necessary to complete work. Configure relationships among data types...
User guidance
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Module
User guidance
2 Topics
15 mins
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Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.
Validating data against business logic
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Module
Validating data against business logic
1 Topic
15 mins
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Validate user data against business logic to avoid invalid data within applications.
Validating data in Dev Studio
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Module
Validating data in Dev Studio
1 Topic
20 mins
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Extend the configuration of Validate Rules in Dev Studio by applying edit Validate Rules to test data formats, qualifying Validation logic, and using...
Viewing data in memory
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Module
Viewing data in memory
3 Topics
20 mins
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Pega Platform™ provides the Clipboard tool to display data in memory and enables you to review application data and check for correctness, helping you...