Search
Managing application access for Business Architects
-
Module
Managing application access for Business Architects
2 Topics
30 mins
-
User management is fundamental to the successful implementation of a Pega Platform™ application.
As a Pega Business Architect, in order to...
Configuring common phrases for agents
-
Module
Configuring common phrases for agents
1 Topic
10 mins
-
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...
Customizing the customer service user interface
-
Module
Customizing the customer service user interface
2 Topics
15 mins
-
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...
Tracking and auditing changes to data
-
Module
Tracking and auditing changes to data
1 Topic
15 mins
-
Pega Platform™ automatically tracks actions performed, such as which operators worked on a case and when. You can enhance this capability by using...
Dev Studio overview
-
Module
Dev Studio overview
1 Topic
15 mins
-
With Dev Studio, developers can extend the application behavior configured in App Studio. Learn how to use Dev Studio to extend the configuration of...
Guiding a customer service agent with dialogs
-
Module
Guiding a customer service agent with dialogs
2 Topics
15 mins
-
Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Perpetual KYC with event-driven architecture
-
Module
Perpetual KYC with event-driven architecture
3 Topics
35 mins
Pega Client Lifecycle Management for Financial Services 8.8 -
Customer data changes, ongoing e-screening alerts, and periodic review deadlines are just a few examples of types of events that the application might...
Presenting suggestions for agents
-
Module
Presenting suggestions for agents
4 Topics
35 mins
-
During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Security Checklist awareness
-
Module
Security Checklist awareness
1 Topic
20 mins
Platform -
- What is the Security Checklist?
- How do I access the Security Checklist?
- How to use the Security Checklist?/What is the purpose?
- What happens if I...
Refining an Agile Workbench backlog
-
Challenge
Refining an Agile Workbench backlog
5 Tasks
30 mins
-
Stakeholders at GoGoRoad want to develop a new roadside assistance application to streamline operations for customer roadside assistance requests...