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Configuring common phrases for agents

  • Module

    Configuring common phrases for agents

    1 Topic

    10 mins

    Visible to all users
  • 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

  • Module

    Configuring customer verification

    2 Topics

    20 mins

    Visible to all users
  • 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

  • Module

    Customizing the customer service user interface

    2 Topics

    15 mins

    Visible to all users
  • 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

  • Module

    Digital messaging

    4 Topics

    30 mins

    Visible to all users
  • Pega Customer Service offers chat and messaging capabilities that provide flexibility to customers and adaptability for customer service...

Email bot cases and responses

  • Module

    Email bot cases and responses

    2 Topics

    25 mins

    Pega Platform 8.7 Visible to all users
  • 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

  • Module

    Email Manager portal

    5 Topics

    55 mins

    Pega Platform 8.7 Visible to all users
  • 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

  • Module

    Guiding a customer service agent with dialogs

    2 Topics

    15 mins

    Pega Customer Service 8.7 Visible to all users
  • Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.

Intelligent routing

  • Module

    Intelligent routing

    4 Topics

    1 hr

    Pega Platform 8.7 Visible to all users
  • 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

  • Module

    Pega Email Bot configuration

    3 Topics

    45 mins

    Pega Platform 8.7 Visible to all users
  • 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

  • Module

    Pega Platform patch releases

    3 Topics

    40 mins

    Pega Platform Visible to all users
  • Get familiar with the benefits and best practices of patch releases in Pega Platform™ to effectively adopt the patch release process and reduce hotfix...

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