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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 data relationship
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Module
Creating a data relationship
2 Rubriques
30 mins
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Create data objects to model the attributes of an entity and establish a common context for a group of fields. Create a data relationship in a Case...
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...
Creating Customer Service data sources
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Module
Creating Customer Service data sources
1 Rubrique
10 mins
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You use Customer Service data sources to add external data objects into the Pega Customer Service™ application. Within data sources, you can specify...
Creating Data Objects
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Module
Creating Data Objects
3 Rubriques
30 mins
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Create Data Objects to model the attributes of an entity and establish a common context for a group of fields. Create a data relationship with a...
Creating workgroups and assignment types in Pega Robot Manager
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Module
Creating workgroups and assignment types in Pega Robot Manager
1 Rubrique
10 mins
Pega Robot Manager 8.5.1 -
Create work groups and assignment types directly in Pega Robot Manager.
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...
The Data Model
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Module
The Data Model
4 Rubriques
50 mins
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Capture and present data in your application to provide the information that is necessary to complete work. Configure relationships among data types...
Validating data against business logic
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Module
Validating data against business logic
1 Rubrique
15 mins
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Validate user data against business logic to avoid invalid data within applications.
Validating data in Dev Studio
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Module
Validating data in Dev Studio
1 Rubrique
20 mins
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Extend the configuration of Validate Rules in Dev Studio by applying edit Validate Rules to test data formats, qualifying Validation logic, and using...