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Architecture and design during the Prepare phase

  • Module

    Architecture and design during the Prepare phase

    6 Topics

    1 hr 30 mins

    Visible to all users
  • Architecture and design decisions in the Prepare phase ready your team for the Build phase. During Prepare, you refine the business and technical...

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...

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...

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...

Defining a customer Microjourney

The Discover phase and your MLP

  • Module

    The Discover phase and your MLP

    12 Topics

    1 hr 55 mins

    Visible to all users
  • Discover is the first phase within the Pega Express™ delivery approach, based on design thinking. Design thinking plays a key role and helps your team...

Pega Express introduction

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.

Pega Express phases

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