Search
Inviting users to an application
-
Module
Inviting users to an application
1 Topic
10 mins
-
Add Personas and Channel interfaces to an application and assign users to Personas based on how they interact with a Case.
Managing application access for Business Architects
-
Module
Managing application access for Business Architects
2 Topics
30 mins
-
User management is fundamental to the successful implementation of a Pega Platform™ application.
As a Pega Business Architect, in order to...
Configuring common phrases for agents
-
Module
Configuring common phrases for agents
1 Topic
10 mins
-
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 custom tabs
-
Module
Creating custom tabs
2 Topics
25 mins
-
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
-
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
-
Module
Tracking and auditing changes to data
1 Topic
15 mins
-
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
-
Module
Form autofill
3 Topics
20 mins
-
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
-
Module
Guiding a customer service agent with dialogs
2 Topics
15 mins
-
Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Pega Voice AI introduction
-
Module
Pega Voice AI introduction
2 Topics
25 mins
-
Pega Voice AI assists service and sales representatives during live phone interactions by suggesting actions based on real-time analysis of the...
Presenting suggestions for agents
-
Module
Presenting suggestions for agents
4 Topics
35 mins
-
During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...