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Out-of-the-box configurations

Configuring a dashboard

Configuring common phrases for agents

Creating a data relationship

Creating custom tabs

  • Module

    Creating custom tabs

    2 Topics

    25 mins

    Visible to: All users
  • Learn how to create your own customer composite tabs. Customer composite tabs are used to display a logical group of information to a user in Pega...

Creating Data Objects

  • Module

    Creating Data Objects

    3 Topics

    30 mins

    Visible to: All users
  • Create Data Objects to model the attributes of an entity and establish a common context for a group of fields. Create a data relationship with a...

Creating workgroups and assignment types in Pega Robot Manager

  • Module

    Creating workgroups and assignment types in Pega Robot Manager

    1 Topic

    10 mins

    Pega Robot Manager 8.5.1 Visible to: All users
  • Create work groups and assignment types directly in Pega Robot Manager.

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...

The Data Model

Validating data against business logic

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