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Configuring common phrases for agents
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Module
Configuring common phrases for agents
1 Topic
10 mins
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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...
Configuring customer verification
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Module
Configuring customer verification
2 Topics
20 mins
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The Customer verification feature provides a pool of security questions that a customer service representative (CSR) can use to verify customer...
Customizing the customer service user interface
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Module
Customizing the customer service user interface
2 Topics
15 mins
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Learn how to configure various aspects of the Pega Customer Service™ UI. Customize the layout for a service case, add a field to display, and modify...
Digital messaging
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Module
Digital messaging
4 Topics
30 mins
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Pega Customer Service offers chat and messaging capabilities that provide flexibility to customers and adaptability for customer service...
Email bot cases and responses
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Module
Email bot cases and responses
2 Topics
25 mins
Pega Platform 8.7 -
Pega Email Bot can detect the topic or sentiment of an email and route the email to the appropriate operator or queue. Intelligent routing allows the...
Email Manager portal
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Module
Email Manager portal
5 Topics
55 mins
Pega Platform 8.7 -
The Email Manager portal facilitates the manual processing of emails that do not meet any of the intelligent routing criteria and necessitate triage...
Guiding a customer service agent with dialogs
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Module
Guiding a customer service agent with dialogs
2 Topics
15 mins
Pega Customer Service 8.7 -
Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Intelligent routing
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Module
Intelligent routing
4 Topics
1 hr
Pega Platform 8.7 -
Pega Email Bot™ can detect the topic or sentiment of an email and route the email to the appropriate operator or queue. Intelligent routing allows the...
Pega Email Bot configuration
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Module
Pega Email Bot configuration
3 Topics
45 mins
Pega Platform 8.7 -
Pega Email Bot™ leverages Pega’s industry-leading natural language processing (NLP) and process automation to interpret, route, audit, and automate...
Pega Platform patch releases
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Module
Pega Platform patch releases
3 Topics
40 mins
Pega Platform -
Get familiar with the benefits and best practices of patch releases in Pega Platform™ to effectively adopt the patch release process and reduce hotfix...