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Creating and managing teams of users

Circumstancing Case processing

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

Dev Studio overview

Form autofill

  • Module

    Form autofill

    3 Topics

    20 mins

    Visible to: All users
  • Learn how to configure Form Autofill to help CSRs complete the forms associated with a case type. Voice AI detects entities in the live customer...

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...

Pega Voice AI introduction

  • Module

    Pega Voice AI introduction

    2 Topics

    25 mins

    Visible to: All users
  • Pega Voice AI assists service and sales representatives during live phone interactions by suggesting actions based on real-time analysis of the...

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...

Promoting rule reuse with relevant records

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