Updated

Content Type

Product

Article

Sep 25, 2019

Before upgrading any Pega Customer Relationship Management applications, you must review important information about product changes for each release. Some product changes require user action before upgrading to ensure a successful upgrade. This article summarizes important information related to…

Article

Sep 13, 2019

Pega Customer Service, Pega Sales Automation, and Pega Marketing are components of the Pega Customer Relationship Management suite of applications. These applications include the following customer relationship management features: Access to the applications in a common environment and the ability…

Article

Sep 13, 2019

The Pega Customer Relationship Management suite includes a PegaCRMMarketingSample.zip file that contains the sample artifacts for the integration with Pega Marketing and Pega Customer Decision Hub. The sample artifacts assume an architecture where Pega Marketing and the calling applications (Pega…

Article

Sep 13, 2019

In a Pega Customer Relationship Management configuration, a cross-reference table is required to match the keys of a contact or organization entity from multiple systems of record to a master contact or organization entity key. Pega Customer Service is the system of record for customer data, and…

Article

Sep 13, 2019

The installation media for the Pega Customer Relationship Management suite of applications includes sample applications, a shared application, sample access groups, sample operators, and sample integration rulesets. Sample applications Access groups Sample operators Integration rulesets Sample…

Article

Sep 13, 2019

Pega Customer Service and Pega Sales Automation use their native data models for contact, organization, and other data entities. Because the data models are different in both of these applications, the synchronization of data for contact or organization entities is accomplished by using stub rules…

Article

Aug 22, 2019

Ideal for digital-first customer service organizations, this release brings enhanced digital experiences, omnichannel messaging, and embedded knowledge management solutions for optimized customer engagement. Pega Customer Service™ 8 includes the following key features: Make gathering data easier…

Video

Aug 22, 2019

Mike Asebrook, Director, Product Marketing, Customer Service chats with David Fulton, Senior Director, Product Management, Customer Service about the newest features in Pega Customer Service 8.3. 

Article

Aug 13, 2019

The following articles provide important supplemental information for users upgrading from an earlier version of Pega Customer Service. For detailed upgrade procedures, download the upgrade guide for your version from the Pega Customer Service product page .   Crucial upgrade information for Pega…

Article

Aug 13, 2019

Pega Customer Service provides a set of JavaScript APIs to support the proactive chat feature. These APIs are used to offer a proactive chat to the customer and enable the customer to accept or decline the offered proactive chat. After the customer accepts the offered chat, the system connects the…