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Configuring common phrases for agents
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Module
Configuring common phrases for agents
1 Rubrique
10 mins
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Learn how to provide customer service agents with a set of common phrases so that, in any text-based channel, the agents can insert preapproved...
Creating a case from email
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Module
Creating a case from email
2 Rubriques
20 mins
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Pega Email Bot™ can improve email response by starting a service case based on the content of a customer email.
Creating custom tabs
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Module
Creating custom tabs
2 Rubriques
25 mins
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Learn how to create your own customer composite tabs. Customer composite tabs are used to display a logical group of information to a user in Pega...
Customizing the customer service user interface
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Module
Customizing the customer service user interface
2 Rubriques
15 mins
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Learn how to configure various aspects of the Pega Customer Service™ UI. Customize the layout for a service case, add a field to display, and modify...
Defining a reporting strategy
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Module
Defining a reporting strategy
4 Rubriques
1h 55 mins
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Defining a reporting strategy goes beyond creating reports in Pega Platform™. Many organizations use a data warehousing solution and have distinct...
Designing reports with multiple sources
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Module
Designing reports with multiple sources
4 Rubriques
55 mins
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Learn three techniques to create a report that references data from multiple classes: combining data in a report by creating subreports, configuring...
Email bot cases and responses
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Module
Email bot cases and responses
2 Rubriques
25 mins
Pega Platform 8.8 -
Pega Email Bot can detect the topic or sentiment of an email and route the email to the appropriate operator or queue. Intelligent routing allows the...
Email Manager portal
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Module
Email Manager portal
6 Rubriques
55 mins
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The Email Manager portal facilitates the manual processing of emails that do not meet any of the intelligent routing criteria and necessitate triage...
Evaluating application data with Insights for Business Architects
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Module
Evaluating application data with Insights for Business Architects
1 Rubrique
20 mins
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As a Pega Business Architect, you understand that all organizations need to analyze their operations to understand the performance of their teams and...
Exploring application data with Insights
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Module
Exploring application data with Insights
1 Rubrique
15 mins
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Pega Platform™ allows you to easily explore and analyze data in your application using the Explore Data landing page. You can use Insights to...