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Security audits in Pega Platform
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Module
Security audits in Pega Platform
4 Rubriques
1h 20 mins
Pega Platform '23 -
Security audits in Pega Platform™ can help you assess the security measures, policies, and procedures of an organization to identify any...
Security Checklist awareness
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Module
Security Checklist awareness
1 Rubrique
20 mins
Platform -
- 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...
Selling to businesses, individuals, and households
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Module
Selling to businesses, individuals, and households
4 Rubriques
25 mins
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Pega Sales Automation™ supports both business-to-business (B2B) and business-to-consumer (B2C) selling modes. Regardless of whether you sell to...
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...
Sending offer emails
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Module
Sending offer emails
1 Rubrique
20 mins
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Learn how to send offer emails to qualified customers. Reuse existing actions and customer engagement policies configured in Next-Best-Action Designer...
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...
Setting up Messaging AI
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Module
Setting up Messaging AI
5 Rubriques
50 mins
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Messaging AI analyzes the context of the conversation and suggests cases and knowledge articles while a CSR interacts with a customer. Messaging AI...
Sharing action details with third-party distributors
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Module
Sharing action details with third-party distributors
2 Rubriques
30 mins
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Sending outbound communications through email and SMS has its challenges, including various operational, security, and legal requirements. Sometimes...
Sharing of work between users in Robot Manager
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Module
Sharing of work between users in Robot Manager
5 Rubriques
30 mins
Pega Robot Manager 8.8 -
Deploy and assign automation packages to Pega Robot Manager. Advance packages from development to production deployment levels. Manage deployed...