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Inviting users to an application
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Module
Inviting users to an application
1 Topic
10 mins
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Add Personas and Channel interfaces to an application and assign users to Personas based on how they interact with a Case.
Best practices for building accessibility into Pega applications
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Module
Best practices for building accessibility into Pega applications
5 Topics
1 hr 15 mins
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Pega provides a variety of out-of-the-box accessibility features with Pega Platform™ that you can use to create an application that is accessible and...
Managing application access for Business Architects
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Module
Managing application access for Business Architects
2 Topics
30 mins
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User management is fundamental to the successful implementation of a Pega Platform™ application.
As a Pega Business Architect, in order to...
Business case for accessibility
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Module
Business case for accessibility
3 Topics
35 mins
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Building accessibility into your plan for the development of applications has a cost the same as all requirements. An organization must make choices...
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...
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...
Tracking and auditing changes to data
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Module
Tracking and auditing changes to data
1 Topic
15 mins
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Pega Platform™ automatically tracks actions performed, such as which operators worked on a case and when. You can enhance this capability by using...
Form autofill
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Module
Form autofill
3 Topics
20 mins
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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...
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.
Pega Voice AI introduction
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Module
Pega Voice AI introduction
2 Topics
25 mins
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Pega Voice AI assists service and sales representatives during live phone interactions by suggesting actions based on real-time analysis of the...