Search
Preparing Customer Decision Hub for development
-
Module
Preparing Customer Decision Hub for development
3 Topics
40 mins
-
Discover how to complete the essential setup tasks of the Pega Customer Decision Hub™ application through an automated, end-to-end process by using...
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...
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...
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.
User guidance
-
Module
User guidance
2 Topics
15 mins
-
Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.
Working in the Patient 360 profile
-
Module
Working in the Patient 360 profile
8 Topics
1 hr 35 mins
Pega Care Management 8.7 -
Learn about the key concepts and best practices for configuring Patient 360, including setting the categories for tracking social determinants of...
Adding a duplicate Case search for BAs
-
Challenge
Adding a duplicate Case search for BAs
4 Tasks
15 mins
-
In a DCO session, GoGoRoad stakeholders said that they want to ensure that only one Assistance Request Case is processed for each customer incident...