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Bulk upload data to Pega Sales Automation

  • 3 Topics

  • 20 mins

The Data Import wizard allows you to add or update data records by uploading CSV files. This bulk upload process helps you to import data from a...


Business use case: Cross-sell on the web extended

  • 1 Topic

  • 15 mins

Next-Best-Action Designer guides you through the creation of a Next-Best-Action strategy for your business. Learn about several use cases where hand...


Calculating values

  • 2 Topics

  • 35 mins

Enhance your existing data by calculating field values automatically to simplify processes and provide additional business insight.  Automatic...


Capturing and presenting data

  • 7 Topics

  • 1 hr

Define fields to capture user input and present data to users. Add fields to views to define and tailor the user interface for each step of the case...


Case Management

  • 9 Topics

  • 1 hr 30 mins

Learn about Pega’s Case Management capability



  • 4 Topics

  • 55 mins

Applications often need to customize behavior to match the needs of a specific situation or circumstance. For example, a call center may need to...


Completing work on time

  • 6 Topics

  • 40 mins

Set goals and deadlines on steps, processes, stages, and entire cases to enforce the timely completion of work.



  • 7 Topics

  • 47 mins

Interaction Framework is a methodology that bridges the capabilities of Microsoft Visual Studio when developing a multi-project solution. Even though...


Configuring a web chatbot

  • 2 Topics

  • 20 mins

In this module, you learn how to configure a web chatbot in Pega Customer Service™. In a live chat session, the customer interacts with a customer...


Configuring cascading approvals with a reporting structure

  • 2 Topics

  • 20 mins

Model approval processing involving a reporting hierarchy to model managerial approvals that are applied consistently to cases.

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