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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.
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...
Configuring chat queues and routing
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Module
Configuring chat queues and routing
5 Topics
40 mins
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You use Digital Messaging so that customers can communicate with your organization in real time on any device. Chat requests can be sent to any...
Configuring Digital Messaging Manager
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Module
Configuring Digital Messaging Manager
8 Topics
1 hr 10 mins
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The Digital Messaging Manager lets you add chat connections and social messaging platforms to your Digital Messaging channel interface. The Digital...
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...
Initiating a call from a messaging interaction
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Module
Initiating a call from a messaging interaction
1 Topic
10 mins
Pega Customer Service 8.8 -
Customer service representatives (CSRs) resolve customer queries by initiating calls during chat interactions. When a customer becomes unavailable to...
Securing and auditing data
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Module
Securing and auditing data
2 Topics
30 mins
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Pega Platform™ provides multiple ways to ensure the integrity of and ability to audit application data. Applications automatically track Actions...
Security Checklist awareness
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Module
Security Checklist awareness
1 Topic
20 mins
Platform -
- 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...
Setting chat and messaging behavior
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Module
Setting chat and messaging behavior
4 Topics
35 mins
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Chat and messaging configuration options define the properties for all the individual channels that support conversations between customer service...
Managing application access
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Challenge
Managing application access
1 Task
5 mins
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GoGoRoad product managers want to restrict access to development on the New Vendor Case Type so that only approved roles perform updates. Configure...