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Pega GenAI in Pega Sales Automation
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Module
Pega GenAI in Pega Sales Automation
2 Topics
20 mins
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Pega Sales Automation™ includes enhancements with Pega GenAI™, which can greatly improve the performance of sales representatives by streamlining...
Pega Knowledge authoring
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Module
Pega Knowledge authoring
3 Topics
30 mins
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This module provides an overview of the process of creating content. Learn how to create article drafts efficiently, add multimedia, reference other...
Pega Knowledge Buddy overview
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Module
Pega Knowledge Buddy overview
3 Topics
25 mins
Pega Knowledge Buddy '24.1 -
Explore the features of Pega Gen AI Knowledge Buddy™, an AI-powered assistant that makes your knowledge base more accessible by providing answers and...
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...
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...
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...
Attaching PDF files to a case
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Challenge
Attaching PDF files to a case
2 Tasks
10 mins
Pega Platform 8.8 -
InsCorp wants to ensure that customers receive an email with a receipt of services, including a breakdown of the services provided. Add two...
Auditing changes to the value of fields
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Challenge
Auditing changes to the value of fields
1 Task
5 mins
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HRApps provides payroll setup for employees. For the Payroll Setup Case Type, an employee provides their bank information for direct deposit. When the...
Creating users and roles
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Challenge
Creating users and roles
4 Tasks
10 mins
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GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors...