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Entities and their relationships

  • Module

    Entities and their relationships

    2 Topics

    20 mins

    Pega Customer Service '24.1 Visible to: All users
  • In a Data Model, entities describe an object, such as a person or an item, by grouping a set of related fields. Each entity becomes a table in the...

Form autofill

  • Module

    Form autofill

    3 Topics

    20 mins

    Visible to: All users
  • Learn how to configure Form Autofill to help CSRs complete the forms associated with a case type. Voice AI detects entities in the live customer...

Guiding a customer service agent with coaching tips

  • Module

    Guiding a customer service agent with coaching tips

    2 Topics

    15 mins

    Pega Customer Service 8.8 Visible to: All users
  • Learn how to provide customer service agents with coaching tips that deliver reminders, real-time advice, and instructions.

Guiding a customer service agent with dialogs

  • Module

    Guiding a customer service agent with dialogs

    2 Topics

    15 mins

    Visible to: All users
  • Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.

Implementation best practices

  • Module

    Implementation best practices

    2 Topics

    15 mins

    Pega Customer Service 8.8 Visible to: All users
  • This module provides an overview of the best practices that you should follow as part of the Pega Express™ delivery approach. Learn about the core...

Initiating a call from a messaging interaction

  • Module

    Initiating a call from a messaging interaction

    1 Topic

    10 mins

    Pega Customer Service 8.8 Visible to: All users
  • Customer service representatives (CSRs) resolve customer queries by initiating calls during chat interactions. When a customer becomes unavailable to...

Integrating external data

  • Module

    Integrating external data

    2 Topics

    20 mins

    Pega Customer Service 8.8 Visible to: All users
  • In this module, you learn how to integrate external data into a Pega Customer Service application. You will connect to a REST service that contains...

Intelligent email

Intelligent routing

  • Module

    Intelligent routing

    4 Topics

    1 hr

    Pega Platform 8.8 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...

Managing customer interactions

  • Module

    Managing customer interactions

    3 Topics

    25 mins

    Visible to: All users
  • Voice AI provides tools to allow managers to monitor and evaluate interactions between a customer and a CSR. Managers can use real-time alerts and...

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