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Enriching data with third party providers

  • Module

    Enriching data with third party providers

    2 Rubriques

    20 mins

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • Data enrichment and eBusiness Services architecture improve automation and customer satisfaction. Learn how the Encompass integration improves data...

Simulating an external data source

Field values

Form autofill

  • Module

    Form autofill

    3 Rubriques

    20 mins

    Visible to: All users
  • Learn how to configure Form Autofill to help CSRs complete the forms associated with a case type. Voice AI detects entities in the live customer...

Guiding a customer service agent with dialogs

  • Module

    Guiding a customer service agent with dialogs

    2 Rubriques

    15 mins

    Visible to: All users
  • Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.

Pega Voice AI introduction

  • Module

    Pega Voice AI introduction

    2 Rubriques

    25 mins

    Visible to: All users
  • Pega Voice AI assists service and sales representatives during live phone interactions by suggesting actions based on real-time analysis of the...

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...

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...

Suggested cases

  • Module

    Suggested cases

    3 Rubriques

    25 mins

    Visible to: All users
  • Learn how to configure a suggested case in the Voice AI channel. A suggested case provides guidance to the CSR on how to resolve a customer request.

Suggested knowledge articles

  • Module

    Suggested knowledge articles

    3 Rubriques

    20 mins

    Visible to: All users
  • Learn how to configure a suggested knowledge article in the Voice AI channel. A suggested Pega Knowledge article provides information related to the...

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