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Configuring chat queues and routing

  • Module

    Configuring chat queues and routing

    5 Topics

    40 mins

    Visible to: All users
  • You use Digital Messaging so that customers can communicate with your organization in real time on any device. Chat requests can be sent to any...

Configuring Digital Messaging Manager

Low-code defined

Team application development

Dev Studio overview

Initiating a call from a messaging interaction

  • Module

    Initiating a call from a messaging interaction

    1 Topic

    10 mins

    Pega Customer Service 8.8 Visible to: All users
  • Customer service representatives (CSRs) resolve customer queries by initiating calls during chat interactions. When a customer becomes unavailable to...

Perpetual KYC with event-driven architecture

  • Module

    Perpetual KYC with event-driven architecture

    3 Topics

    35 mins

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • Customer data changes, ongoing e-screening alerts, and periodic review deadlines are just a few examples of types of events that the application might...

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...

Promoting rule reuse with relevant records

Rule resolution

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