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Application essentials
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Module
Application essentials
4 Topics
40 mins
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Determine what data your application requires and who will use the application. Then, set up processes to capture data, send emails, and route work.
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Building a Data Model for Business Architects
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Module
Building a Data Model for Business Architects
6 Topics
1 hr 35 mins
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As a Pega Business Architect, you play a central role in designing the Data Model that underpins the Case Life Cycle.
Learn how Pega applications...
Building the customer analytical data model
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Module
Building the customer analytical data model
9 Topics
1 hr 55 mins
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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
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Module
Building the Customer Insights Cache
9 Topics
1 hr 45 mins
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Data lies at the heart of one-to-one customer engagement. Utilize industry-specific data models for customer-centric decisioning, based on best...
Configuring common phrases for agents
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Module
Configuring common phrases for agents
1 Topic
10 mins
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Learn how to provide customer service agents with a set of common phrases so that, in any text-based channel, the agents can insert preapproved...
Creating a case from email
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Module
Creating a case from email
2 Topics
20 mins
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Pega Email Bot™ can improve email response by starting a service case based on the content of a customer email.
Creating custom tabs
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Module
Creating custom tabs
2 Topics
25 mins
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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
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Module
Customizing the customer service user interface
2 Topics
15 mins
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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...
Email bot cases and responses
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Module
Email bot cases and responses
2 Topics
25 mins
Pega Platform 8.8 -
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...
Email Manager portal
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Module
Email Manager portal
6 Topics
55 mins
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The Email Manager portal facilitates the manual processing of emails that do not meet any of the intelligent routing criteria and necessitate triage...