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Organization records

Organizing your sales organization into territories

Out-of-the-box configurations

Outlook and Webex integration

  • Module

    Outlook and Webex integration

    2 Topics

    12 mins

    Pega Sales Automation 8.7 Visible to: All users
  • The Pega Sales Automation™ Outlook add-in leverages the Pega Intelligent Virtual Assistant (IVA), which uses sentiment analysis and natural language...

Parallel processing

Pausing and resuming Case processing

Pega 1:1 Operations Manager overview

Pega approach to Discovery

  • Module

    Pega approach to Discovery

    2 Topics

    20 mins

    Pega Customer Service 8.8 Visible to: All users
  • Learn how to apply the Discover phase of Pega Express™ to approach customer service outcomes. Identify the desired business outcomes and Microjourneys...

Pega approach to Prepare

  • Module

    Pega approach to Prepare

    4 Topics

    45 mins

    Pega Customer Service 8.8 Visible to: All users
  • Discover how to prepare your team for your project and apply the Pega Express™ methodology to Pega Customer Service™. Learn how to a well conducted...

Pega Call introduction

  • Module

    Pega Call introduction

    3 Topics

    25 mins

    Visible to: All users
  • Many customers still prefer to speak with an agent because they believe it helps them get to resolution faster. Customers expect a seamless experience...

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