Search
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...
Promoting rule reuse with relevant records
-
Module
Promoting rule reuse with relevant records
1 Topic
15 mins
-
Developers designate rules as relevant records to promote rule reuse by other developers. Leveraging relevant records helps developers build high...
Routing Assignments to users
-
Module
Routing Assignments to users
1 Topic
25 mins
-
Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...
Routing email based on content
-
Module
Routing email based on content
3 Topics
25 mins
-
Pega Email Bot can detect the topic or sentiment of an email and route the email to the appropriate operator or queue. Intelligent routing allows the...
Rule resolution
-
Module
Rule resolution
5 Topics
1 hr
-
Pega Platform™ uses a Rule resolution process and various Rule statuses to determine the most appropriate Rule instance to apply in a situation...
Sending emails during Case processing
-
Module
Sending emails during Case processing
1 Topic
15 mins
-
Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
Service requests
-
Module
Service requests
9 Topics
50 mins
-
This module shows you how to create service requests using the Customer Service Request Template. Learn about the purpose, customization options, and...
Skipping a Process or a Stage
-
Module
Skipping a Process or a Stage
1 Topic
10 mins
-
Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility.
Team application development
-
Module
Team application development
1 Topic
20 mins
-
Use Branches that enable parallel development work in an isolated Ruleset without impacting other development teams.
Training the email bot
-
Module
Training the email bot
2 Topics
20 mins
-
Pega Email Bot uses natural language processing (NLP) to analyze and learn from patterns of conversation between customer service representatives...