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Organization records
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Module
Organization records
3 Topics
25 mins
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Pega Platform™ supports a three-level organizational structure. Learn how to use the Organization Chart and organization records to modify the...
Organizing your sales organization into territories
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Module
Organizing your sales organization into territories
4 Topics
30 mins
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A territory defines the hierarchical structure used to organize your sales team into groups. You can create and edit territories, assign operators to...
Out-of-the-box configurations
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Module
Out-of-the-box configurations
7 Topics
49 mins
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Robotic System Architects find that clients typically request similar user tasks and processes to develop on projects — for example, automatically...
Outlook and Webex integration
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Module
Outlook and Webex integration
2 Topics
12 mins
Pega Sales Automation 8.7 -
The Pega Sales Automation™ Outlook add-in leverages the Pega Intelligent Virtual Assistant (IVA), which uses sentiment analysis and natural language...
Parallel processing
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Module
Parallel processing
4 Topics
40 mins
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Configure a Stage to run multiple Processes in parallel to allow users to perform Tasks independently. You learn how to configure a workflow that...
Pausing and resuming Case processing
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Module
Pausing and resuming Case processing
1 Topic
15 mins
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Enforce dependencies using the Wait Step. The Wait Step allows you to pause and resume Case processing when the Case meets Conditions that you define...
Pega 1:1 Operations Manager overview
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Module
Pega 1:1 Operations Manager overview
3 Topics
20 mins
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Learn how Pega 1:1 Operations Manager helps streamline the change management processes that affect one-to-one customer engagement orchestrated by Pega...
Pega approach to Discovery
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Module
Pega approach to Discovery
2 Topics
20 mins
Pega Customer Service 8.8 -
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
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Module
Pega approach to Prepare
4 Topics
45 mins
Pega Customer Service 8.8 -
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
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Module
Pega Call introduction
3 Topics
25 mins
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Many customers still prefer to speak with an agent because they believe it helps them get to resolution faster. Customers expect a seamless experience...