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Routing email based on content
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Module
Routing email based on content
3 Topics
25 mins
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Pega Email Bot can detect the topic or sentiment of an email and route the email to the appropriate operator or queue. Intelligent routing allows the...
Sales portals overview
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Module
Sales portals overview
1 Topic
15 mins
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Pega Sales Automation™ comes with three main application personas: Sales representative, sales manager, and sales operations. Each persona has its own...
Screen Analysis
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Module
Screen Analysis
1 Topic
10 mins
1 -
In this module, learn how to analyze the data presented in the various tabs in the Analysis section of the navigation toolbar. Learn how to identify...
Screen pops
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Module
Screen pops
2 Topics
15 mins
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Learn how to use screen pops to provide a summary of information to agents when a call arrives.
Script adherence
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Module
Script adherence
3 Topics
20 mins
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Learn how to configure script adherence to help CSRs deliver the prescribed script during a live conversation. You configure scripts in the dialogs...
Security audits in Pega Platform
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Module
Security audits in Pega Platform
4 Topics
1 hr 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 Topic
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 Topics
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...
Service requests
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Module
Service requests
9 Topics
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...
Web services
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Module
Web services
1 Topic
15 mins
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Learn how to use web services to expose application functionality and how to use Pega API so that your Pega Platform™ application can integrate with...