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Root cause analysis
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Module
Root cause analysis
1 Topic
10 mins
Pega Process Mining -
You can use root cause analysis (RCA) to identify the probable causes of a problem. Learn how to use RCA to find correlations that lead you to these...
Routing Assignments to users
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Module
Routing Assignments to users
1 Topic
25 mins
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Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...
Routing email based on content
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Module
Routing email based on content
3 Topics
25 mins
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Pega Email Bot can detect the topic or sentiment of an email and route the email to the appropriate operator or queue. Intelligent routing allows the...
Rule resolution
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Module
Rule resolution
5 Topics
1 hr
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Pega Platform™ uses a Rule resolution process and various Rule statuses to determine the most appropriate Rule instance to apply in a situation...
Sales portals overview
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Module
Sales portals overview
1 Topic
15 mins
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Pega Sales Automation™ comes with three main application personas: Sales representative, sales manager, and sales operations. Each persona has its own...
Saving data to a system of record
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Module
Saving data to a system of record
2 Topics
30 mins
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Promote Case processing efficiency and improve application flexibility by leveraging savable Data Pages and systems of records to store and update...
Screen Analysis
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Module
Screen Analysis
1 Topic
10 mins
1 -
In this module, learn how to analyze the data presented in the various tabs in the Analysis section of the navigation toolbar. Learn how to identify...
Screen pops
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Module
Screen pops
2 Topics
15 mins
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Learn how to use screen pops to provide a summary of information to agents when a call arrives.
Script adherence
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Module
Script adherence
3 Topics
20 mins
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Learn how to configure script adherence to help CSRs deliver the prescribed script during a live conversation. You configure scripts in the dialogs...
Securing and auditing data
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Module
Securing and auditing data
2 Topics
30 mins
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Pega Platform™ provides multiple ways to ensure the integrity of and ability to audit application data. Applications automatically track Actions...