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Architecture and design during the Prepare phase
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Module
Architecture and design during the Prepare phase
6 Topics
1 hr 30 mins
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Architecture and design decisions in the Prepare phase ready your team for the Build phase. During Prepare, you refine the business and technical...
Authenticating customers using Digital Messaging
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Module
Authenticating customers using Digital Messaging
2 Topics
20 mins
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Authentication helps prevent malicious or unauthorized users from hijacking data. In this module, you learn how Pega Customer Service™ authenticates...
UX design basics
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Module
UX design basics
7 Topics
40 mins
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This module introduces Pega's approach to UX and describes UX best practices for enterprise.
Business conditions
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Module
Business conditions
2 Topics
20 mins
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Learn how to create your own, custom business conditions in App Studio. Business conditions allow you to use a set of pre-defined criteria to...
Configuring UI elements
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Module
Configuring UI elements
2 Topics
20 mins
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Learn about how themes update the styling of UI elements to meet branding requirements. Learn how to configure dynamic functionality on UI elements.
Configuring a dashboard
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Module
Configuring a dashboard
1 Topic
15 mins
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Configure the content and organization of a user dashboard to provide easy access to the information that business users need to know.
Configuring Portal content
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Module
Configuring Portal content
2 Topics
20 mins
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Tailor the user experience based on Channel and Persona to allow users to perform their jobs more efficiently.
Configuring Case Views
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Module
Configuring Case Views
5 Topics
10 mins
Pega Platform '24 -
Learn how to configure various Case Views, including tabs, utilities, and the Summary View. Discover what each View is used for in a Case, as well as...
Configuring chat queues and routing
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Module
Configuring chat queues and routing
5 Topics
40 mins
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You use Digital Messaging so that customers can communicate with your organization in real time on any device. Chat requests can be sent to any...
Configuring common phrases for agents
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Module
Configuring common phrases for agents
1 Topic
10 mins
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Learn how to provide customer service agents with a set of common phrases so that the agents can insert preapproved phrases into their responses to...