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Out-of-the-box configurations

Outlook and Webex integration

  • Module

    Outlook and Webex integration

    2 Topics

    12 mins

    Pega Sales Automation 8.7 Visible to: All users
  • The Pega Sales Automation™ Outlook add-in leverages the Pega Intelligent Virtual Assistant (IVA), which uses sentiment analysis and natural language...

Pausing and resuming Case processing

Pega 1:1 Operations Manager overview

Pega approach to Discovery

  • Module

    Pega approach to Discovery

    2 Topics

    20 mins

    Pega Customer Service 8.8 Visible to: All users
  • Learn how to apply the Discover phase of Pega Express™ to approach customer service outcomes. Identify the desired business outcomes and Microjourneys...

Pega approach to Prepare

  • Module

    Pega approach to Prepare

    4 Topics

    45 mins

    Pega Customer Service 8.8 Visible to: All users
  • Discover how to prepare your team for your project and apply the Pega Express™ methodology to Pega Customer Service™. Learn how to a well conducted...

Pega Call introduction

  • Module

    Pega Call introduction

    3 Topics

    25 mins

    Visible to: All users
  • Many customers still prefer to speak with an agent because they believe it helps them get to resolution faster. Customers expect a seamless experience...

Pega case management for designers

  • Module

    Pega case management for designers

    10 Topics

    1 hr 50 mins

    Visible to: All users
  • In this module, you learn about the case management capabilities of Pega Platform™ as they apply to user experience designers.

Pega CLM and KYC strategic application

  • Module

    Pega CLM and KYC strategic application

    4 Topics

    55 mins

    Pega Know Your Customer for Financial Services 8.7 Visible to: All users
  • Familiarize yourself with the business problems that Pega Client Lifecycle Management and Know Your Customer TM can solve. The Pega CLM and KYC...

Pega Cloud

  • Module

    Pega Cloud

    3 Topics

    40 mins

    Pega Cloud for Government Visible to: All users
  • Become familiar with Pega's Software-as-a-Service offering by understanding the standard Pega Cloud® Services package, as well as the responsibilities...

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