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Entities and their relationships
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Module
Entities and their relationships
2 Topics
20 mins
Pega Customer Service '24.1 -
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
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Module
Form autofill
3 Topics
20 mins
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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
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Module
Guiding a customer service agent with coaching tips
2 Topics
15 mins
Pega Customer Service 8.8 -
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
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Module
Guiding a customer service agent with dialogs
2 Topics
15 mins
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Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Implementation best practices
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Module
Implementation best practices
2 Topics
15 mins
Pega Customer Service 8.8 -
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
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Module
Initiating a call from a messaging interaction
1 Topic
10 mins
Pega Customer Service 8.8 -
Customer service representatives (CSRs) resolve customer queries by initiating calls during chat interactions. When a customer becomes unavailable to...
Integrating external data
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Module
Integrating external data
2 Topics
20 mins
Pega Customer Service 8.8 -
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
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Module
Intelligent email
3 Topics
20 mins
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Learn how Pega Email Bot™ leverages Pega’s industry-leading natural language processing (NLP) and process automation to interpret, route, audit, and...
Intelligent routing
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Module
Intelligent routing
4 Topics
1 hr
Pega Platform 8.8 -
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
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Module
Managing customer interactions
3 Topics
25 mins
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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...