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Implementing service requests

  • Module

    Implementing service requests

    3 Rubriques

    20 mins

    Pega Customer Service 8.7 Visible to: All users
  • In this module, learn how to refactor your existing Pega Customer Service™ service requests by using the two recommended design methodologies. The...

Pega Customer Service Case Management Edition introduction

  • Module

    Pega Customer Service Case Management Edition introduction

    3 Rubriques

    20 mins

    Pega Customer Service 8.7 Visible to: All users
  • Pega Customer Service™ Case Management Edition allows you to utilize the Pega Platform™ case management capabilities in your existing desktop and...

Presenting suggestions for agents

  • Module

    Presenting suggestions for agents

    4 Rubriques

    35 mins

    Visible to: All users
  • During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...

Securing and auditing data

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...

Managing application access

Auditing changes to the value of fields

Creating users and roles

Configuring security policies

Configuring business conditions

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