Settings for basic call behavior are saved in a call treatment, which determines how an incoming call is handled on the CSR’s desktop The call...

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...

Learn about Pega’s Case Management capability that allows you to create applications using a business process like interface.

Enforce dependencies using the Wait Step. The Wait Step allows you to pause and resume Case processing when the Case meets Conditions that you define...

On the Cases and Events page, view key details such as the Case distribution over time. Analyze specific Cases at a detailed level in a table or...

In this module, you learn about the concept of the CDH Microjourney Workshop, its position in the sales cycle, and how to perform the workshop.

In this module, you learn about the concept of the Solution Alignment Workshop, its position in the sales cycle, and how to perform the workshop.

The one certain thing in business is uncertainty. Navigating uncertainty takes agility, in order to respond quickly to new challenges in the “here and...

Financial institutions are legally obligated to understand with whom they are engaging in business and the risks. Due diligence requirements, which...