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Coaching a sales representative

Collaborating in Spaces and Pulse

  • Challenge

    Collaborating in Spaces and Pulse

    3 Tasks

    10 mins

    Pega Platform 8.8 Visible to: All users
  • Throughout the case lifecycle of the GoGoRoad application, members of the CSR team must stay in contact with one another. One of the most efficient...

Collaborating with Pulse and Tags

Communicating with users for BAs

Composing data in Data Flows

  • Challenge

    Composing data in Data Flows

    4 Tasks

    25 mins

    Visible to: All users
  • In the Sample application, two data structures exist:

    • Directors: Sample-Data-Directors
    • Managers: Sample-Data-Managers

    Along with the data structures...

Conducting an interaction

Configuring a business change pipeline

  • Challenge

    Configuring a business change pipeline

    3 Tasks

    15 mins

    Visible to: All users
  • U+ Bank's content team has started working on the Business Operations Environment (BOE) to implement some business changes. They have Deployment...

Configuring a cascading approval with a reporting structure

Configuring a Case suggestion

  • Challenge

    Configuring a Case suggestion

    5 Tasks

    15 mins

    Visible to: All users
  • Customers of U+ Bank initiate a chat session with a live CSR and request to change their home address. The expected outcome is that Messaging AI...

Configuring a chatbot with web messaging

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