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Sending emails during Case processing
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Module
Sending emails during Case processing
1 Rubrique
15 mins
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Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
Service requests
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Module
Service requests
9 Rubriques
50 mins
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This module shows you how to create service requests using the Customer Service Request Template. Learn about the purpose, customization options, and...
Setting chat and messaging behavior
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Module
Setting chat and messaging behavior
4 Rubriques
35 mins
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Chat and messaging configuration options define the properties for all the individual channels that support conversations between customer service...
Skipping a Process or a Stage
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Module
Skipping a Process or a Stage
1 Rubrique
10 mins
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Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility.
The Discover phase and your MLP
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Module
The Discover phase and your MLP
12 Rubriques
1h 55 mins
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Discover is the first phase within the Pega Express™ delivery approach, based on design thinking. Design thinking plays a key role and helps your team...
The Prepare phase and project kickoff
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Module
The Prepare phase and project kickoff
7 Rubriques
1h 15 mins
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The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...
User guidance
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Module
User guidance
2 Rubriques
15 mins
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Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.
Working in the Patient 360 profile
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Module
Working in the Patient 360 profile
8 Rubriques
1h 35 mins
Pega Care Management 8.7 -
Learn about the key concepts and best practices for configuring Patient 360, including setting the categories for tracking social determinants of...
Adding a duplicate Case search for BAs
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Défi
Adding a duplicate Case search for BAs
4 Tâches
15 mins
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In a DCO session, GoGoRoad stakeholders said that they want to ensure that only one Assistance Request Case is processed for each customer incident...
Adding a duplicate Case Type search
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Défi
Adding a duplicate Case Type search
3 Tâches
10 mins
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InsCorp wants to ensure that only one Assistance Request Case is processed for each request. Customers that send assistance requests might have...