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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

Rule resolution

Role of a Pega Business Architect

Script adherence

  • Module

    Script adherence

    3 Topics

    20 mins

    Visible to: All users
  • Learn how to configure script adherence to help CSRs deliver the prescribed script during a live conversation. You configure scripts in the dialogs...

Security Checklist awareness

  • Module

    Security Checklist awareness

    1 Topic

    20 mins

    Platform Visible to: All users
    • What is the Security Checklist?
    • How do I access the Security Checklist?
    • How to use the Security Checklist?/What is the purpose?
    • What happens if I...

Suggested cases

  • Module

    Suggested cases

    3 Topics

    25 mins

    Visible to: All users
  • Learn how to configure a suggested case in the Voice AI channel. A suggested case provides guidance to the CSR on how to resolve a customer request.

Suggested knowledge articles

  • Module

    Suggested knowledge articles

    3 Topics

    20 mins

    Visible to: All users
  • Learn how to configure a suggested knowledge article in the Voice AI channel. A suggested Pega Knowledge article provides information related to the...

Tools for debugging Constellation applications

  • Module

    Tools for debugging Constellation applications

    2 Topics

    35 mins

    Pega Platform '23 Visible to: All users
  • Examine the tools that are available to assist in debugging Constellation applications.

Working with Voice AI models

  • Module

    Working with Voice AI models

    2 Topics

    15 mins

    Pega Customer Service 8.8 Visible to: All users
  • You can customize the models that Pega Voice AI uses to transcribe customer conversations and identify topics and entities. Working with Pega Support...

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