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Creating a child Case
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Module
Creating a child Case
1 Topic
15 mins
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Create child Cases to model work that different parties perform, work that follows different reporting options, work that follows different reporting...
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...
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...
Decision tables and trees
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Module
Decision tables and trees
4 Topics
35 mins
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Decision tables and Decision trees are fundamental to enforcing business decisions. Decision tables are a helpful approach when you must test the...
Defining a customer Microjourney
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Module
Defining a customer Microjourney
5 Topics
50 mins
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Learn how Case Types represent a customer Microjourney™ from beginning to a desired outcome. Design the life cycle of a Case Type as a series of Steps...
Designing an approval Process
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Module
Designing an approval Process
1 Topic
15 mins
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To enhance business reliability and accountability, configure an approval process that allows users to approve or reject tasks within the workflow.
Escalating late work
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Module
Escalating late work
1 Topic
10 mins
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Set a passed deadline interval with both Urgency adjustments and escalation Actions to drive late work to completion.
Extending Service-Level Agreement configurations
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Module
Extending Service-Level Agreement configurations
2 Topics
30 mins
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In Dev Studio, you can configure more complex Service-Level Agreements to meet business needs that require delayed processing of an Assignment...
Flow Action processing
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Module
Flow Action processing
2 Topics
20 mins
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In Pega Platform™, you can add pre- and post-processing Actions to a Flow Action to manipulate data. These Actions enable you to add related tasks to...
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.