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Case Management Intermediate

Constellation Adoption

  • Mission

    Constellation Adoption

    5 Modules

    11 Challenges

    12 hrs 10 mins

    Pega Platform '23 Visible to: All users
  • Explore Pega's Constellation architecture and learn about building Views, debugging applications, and working directly with the DX API.

    Note: This...

Configuring common phrases for agents

Creating custom tabs

  • Module

    Creating custom tabs

    2 Topics

    25 mins

    Visible to: All users
  • 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

  • Module

    Customizing the customer service user interface

    2 Topics

    15 mins

    Visible to: All users
  • 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...

Extending Constellation UI options

  • Module

    Extending Constellation UI options

    5 Topics

    1 hr 10 mins

    Pega Platform '23 Visible to: All users
  • Explore the integration of Constellation with Portals, SDKs, Web Embed, and the Constellation DX API to extend Pega Platform™ functionality beyond the...

Guiding a customer service agent with dialogs

  • Module

    Guiding a customer service agent with dialogs

    2 Topics

    15 mins

    Visible to: All users
  • Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.

Implementing and deploying Pega Care Management

  • Module

    Implementing and deploying Pega Care Management

    6 Topics

    55 mins

    Pega Care Management 8.7 Visible to: All users
  • In this module, learn about the key concepts, and best practices when implementing and deploying the Pega Care Management™ application.

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...

Service requests

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