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Building the customer analytical data model

  • Module

    Building the customer analytical data model

    9 Topics

    1 hr 55 mins

    Visible to: All users
  • Data lies at the heart of one-to-one customer engagement. Utilize industry-specific data models for customer-centric decisioning, based on best...

Building the Customer Insights Cache

  • Module

    Building the Customer Insights Cache

    9 Topics

    1 hr 45 mins

    Visible to: All users
  • Data lies at the heart of one-to-one customer engagement. Utilize industry-specific data models for customer-centric decisioning, based on best...

Pega positioning for Business Architects

Configuring common phrases for agents

Creating custom tabs

  • Module

    Creating custom tabs

    2 Topics

    25 mins

    Visible to: All users
  • Learn how to create your own customer composite tabs. Customer composite tabs are used to display a logical group of information to a user in Pega...

Customizing the customer service user interface

  • Module

    Customizing the customer service user interface

    2 Topics

    15 mins

    Visible to: All users
  • Learn how to configure various aspects of the Pega Customer Service™ UI. Customize the layout for a service case, add a field to display, and modify...

Guiding a customer service agent with dialogs

  • Module

    Guiding a customer service agent with dialogs

    2 Topics

    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 Support

  • Module

    Pega Support

    2 Topics

    25 mins

    Pega Cloud for Government Visible to: All users
  • Learn the basics of Pega Support and change management, including Scheduled Maintenance Windows, patches, updates, and the purpose of the Pega Change...

Preparing Customer Decision Hub for development

Presenting suggestions for agents

  • Module

    Presenting suggestions for agents

    4 Topics

    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...

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