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Interaction Portal for Pega Collections
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Module
Interaction Portal for Pega Collections
5 Topics
55 mins
Pega Customer Service 8.7 -
Learn about the views and sections of the Interaction Portal in Pega Collections™, which address the specific needs of the CSRs and managers of...
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.
Keyed Data Pages
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Module
Keyed Data Pages
1 Topic
15 mins
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Learn how to source data with a keyed Data Page to optimize performance and minimize data store operations in Pega Platform™.
Know Your Customer
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Module
Know Your Customer
4 Topics
35 mins
Pega Client Lifecycle Management for Financial Services 8.7 -
Financial institutions are legally obliged to adhere to Know Your Customer (KYC) laws and regulations, which ensure that customers are not involved in...
Knowledge Buddy integration
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Module
Knowledge Buddy integration
3 Topics
25 mins
Pega Knowledge Buddy '24.1 -
This module provides an overview of the possibilities of integrating a Pega Gen AI Knowledge Buddy™ in an application. Learn about the required...
KPIs
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Module
KPIs
3 Topics
20 mins
Pega Process Mining -
Key performance indicators (KPIs) help you to measure the performance of company processes to achieve strategic goals and objectives. Learn how to...
KYC Quality Control
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Module
KYC Quality Control
1 Topic
10 mins
Pega Client Lifecycle Management for Financial Services 8.8 -
Learn about quality control in Pega Client Lifecycle Management and Know Your Customer™ (CLM and KYC) and how it improves reviews and the "four-eye"...
Launching a new offer on web
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Module
Launching a new offer on web
6 Topics
50 mins
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Learn the processes involved in creating a new action in a business operations environment and propagate the changes to the production environment. Di...
Limiting action volume on outbound
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Module
Limiting action volume on outbound
2 Topics
30 mins
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In outbound customer engagement, you need to cater to different kinds of operational limitations. These may include limits on the number of email...
Localizing application content
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Module
Localizing application content
2 Topics
30 mins
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Pega Platform™ applications can be configured to meet localization needs for work in different languages and time zones.