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Out-of-the-box configurations
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Module
Out-of-the-box configurations
7 Topics
49 mins
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Robotic System Architects find that clients typically request similar user tasks and processes to develop on projects — for example, automatically...
Configuring common phrases for agents
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Module
Configuring common phrases for agents
1 Topic
10 mins
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Learn how to provide customer service agents with a set of common phrases so that, in any text-based channel, the agents can insert preapproved...
Creating a Rule
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Module
Creating a Rule
5 Topics
45 mins
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Pega Platform™ generates application code in the background by using Rules that describe how the application functions. In App Studio, Rules are...
Creating a data relationship
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Module
Creating a data relationship
2 Topics
30 mins
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Create data objects to model the attributes of an entity and establish a common context for a group of fields. Create a data relationship in a Case...
Creating custom tabs
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Module
Creating custom tabs
2 Topics
25 mins
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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...
Creating Customer Service data sources
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Module
Creating Customer Service data sources
1 Topic
10 mins
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You use Customer Service data sources to add external data objects into the Pega Customer Service™ application. Within data sources, you can specify...
Creating Data Objects
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Module
Creating Data Objects
3 Topics
30 mins
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Create Data Objects to model the attributes of an entity and establish a common context for a group of fields. Create a data relationship with a...
Creating workgroups and assignment types in Pega Robot Manager
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Module
Creating workgroups and assignment types in Pega Robot Manager
1 Topic
10 mins
Pega Robot Manager 8.5.1 -
Create work groups and assignment types directly in Pega Robot Manager.
Customizing the customer service user interface
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Module
Customizing the customer service user interface
2 Topics
15 mins
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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...
The Data Model
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Module
The Data Model
4 Topics
50 mins
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Capture and present data in your application to provide the information that is necessary to complete work. Configure relationships among data types...