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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...
Guiding a customer service agent with dialogs
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Module
Guiding a customer service agent with dialogs
2 Topics
15 mins
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Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Intelligent routing
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Module
Intelligent routing
4 Topics
1 hr
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...
Pega Email Bot configuration
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Module
Pega Email Bot configuration
3 Topics
45 mins
Pega Platform 8.8 -
Pega Email Bot™ leverages Pega’s industry-leading natural language processing (NLP) and process automation to interpret, route, audit, and automate...
Perpetual KYC with event-driven architecture
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Module
Perpetual KYC with event-driven architecture
3 Topics
35 mins
Pega Client Lifecycle Management for Financial Services 8.8 -
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
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Module
Presenting suggestions for agents
4 Topics
35 mins
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Refining an Agile Workbench backlog
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Challenge
Refining an Agile Workbench backlog
5 Tasks
30 mins
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Stakeholders at GoGoRoad want to develop a new roadside assistance application to streamline operations for customer roadside assistance requests...
Debugging application errors
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Challenge
Debugging application errors
4 Tasks
20 mins
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As part of processing an assistance request Case, the Roadside Assistance application copies the services performed from the child Services Case to...
Creating and managing teams of users
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Challenge
Creating and managing teams of users
5 Tasks
15 mins
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In Roadside Assistance Cases, a customer service representative (CSR) must assign a service provider to the Case, review the summary of the services...
Configuring a coaching tip
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Challenge
Configuring a coaching tip
2 Tasks
15 mins
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You are a customer service representative (CSR) manager and have observed that your CSRs are making typos consistently when entering new addresses for...