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Routing email based on content

Sales portals overview

  • Module

    Sales portals overview

    1 Rubrique

    15 mins

    Visible to: All users
  • Pega Sales Automation™ comes with three main application personas: Sales representative, sales manager, and sales operations. Each persona has its own...

Screen Analysis

  • Module

    Screen Analysis

    1 Rubrique

    10 mins

    1 Visible to: All users
  • In this module, learn how to analyze the data presented in the various tabs in the Analysis section of the navigation toolbar. Learn how to identify...

Screen pops

  • Module

    Screen pops

    2 Rubriques

    15 mins

    Visible to: All users
  • Learn how to use screen pops to provide a summary of information to agents when a call arrives.

Script adherence

  • Module

    Script adherence

    3 Rubriques

    20 mins

    Visible to: All users
  • Learn how to configure script adherence to help CSRs deliver the prescribed script during a live conversation. You configure scripts in the dialogs...

Security audits in Pega Platform

  • Module

    Security audits in Pega Platform

    4 Rubriques

    1h 20 mins

    Pega Platform '23 Visible to: All users
  • Security audits in Pega Platform™ can help you assess the security measures, policies, and procedures of an organization to identify any...

Security Checklist awareness

  • Module

    Security Checklist awareness

    1 Rubrique

    20 mins

    Platform Visible to: All users
    • What is the Security Checklist?
    • How do I access the Security Checklist?
    • How to use the Security Checklist?/What is the purpose?
    • What happens if I...

Selling to businesses, individuals, and households

  • Module

    Selling to businesses, individuals, and households

    4 Rubriques

    25 mins

    Visible to: All users
  • Pega Sales Automation™ supports both business-to-business (B2B) and business-to-consumer (B2C) selling modes. Regardless of whether you sell to...

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