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Next-Best-Action on digital

Nurturing leads and opportunities

Offline projects explained

  • Module

    Offline projects explained

    4 Topics

    45 mins

    Pega Mobile Client Visible to: All users
  • Before you begin any offline-related project with Pega Mobile Client™, learn how offline-enabled applications represent a significant paradigm shift...

Optimizing AI in the NBA Framework

  • Module

    Optimizing AI in the NBA Framework

    2 Topics

    30 mins

    Pega Customer Decision Hub 8.7 Visible to: All users
  • Learn how to improve the predictive power of your adaptive models by configuring additional potential predictors. Input fields that are not directly...

Optimizing your next-best-action strategy

  • Module

    Optimizing your next-best-action strategy

    3 Topics

    30 mins

    Visible to: All users
  • Learn how to check the health of Pega Customer Decision Hub™ and improve the effectiveness of your next best actions.

    Impact Analyzer, Scenario...

Organization of work for robots

  • Module

    Organization of work for robots

    6 Topics

    55 mins

    Pega Robot Manager 8.8 Visible to: All users
  • Administrators must manage robots and assignment types in Robot Manager to ensure the robotic workforce processes work efficiently. Learn how to use...

Organizing your sales organization into territories

  • Module

    Organizing your sales organization into territories

    1 Topic

    10 mins

    Visible to: All users
  • Territories define the hierarchical structure used to organize the sales organization. Leads, opportunities, organizations, and accounts are all...

Outlook and Webex integration

  • Module

    Outlook and Webex integration

    2 Topics

    12 mins

    Pega Sales Automation 8.7 Visible to: All users
  • The Pega Sales Automation™ Outlook add-in leverages the Pega Intelligent Virtual Assistant (IVA), which uses sentiment analysis and natural language...

Sharing action details with third-party distributors

Pega 1:1 Operations Manager overview

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