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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.
Building the customer analytical data model
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Module
Building the customer analytical data model
9 Topics
1 hr 55 mins
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Data lies at the heart of one-to-one customer engagement. Utilize industry-specific data models for customer-centric decisioning, based on best...
Building the Customer Insights Cache
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Module
Building the Customer Insights Cache
9 Topics
1 hr 45 mins
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Data lies at the heart of one-to-one customer engagement. Utilize industry-specific data models for customer-centric decisioning, based on best...
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...
Designing a mobile app experience
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Module
Designing a mobile app experience
2 Topics
25 mins
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Mobile app experiences built with Pega Platform™ can be configured for each user role. Learn how to personalize the theme colors of a mobile app...
Designing UI for multiple devices
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Module
Designing UI for multiple devices
3 Topics
30 mins
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Leverage responsive behavior, such as that found in layout templates, to create an optimal user experience regardless of which device users prefer.
Configuring common phrases for agents
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Module
Configuring common phrases for agents
1 Topic
10 mins
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Learn how to provide customer service agents with a set of common phrases so that, in any text-based channel, the agents can insert preapproved...
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...
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...