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All Customer Service Product Documentation

Suggest edit Updated on December 1, 2021

This page contains links to Customer Service product documentation for these products.

General reference

Pega Customer Service 

Document8.68.58.48.38.28.1
Product Overviewpdfpdfpdfpdfpdfpdf
Installation Guide
(for CS & SA)
html | pdfpdfpdf   pdf    pdf    pdf   
Update Guide
(for CS & SA)
html | pdfpdfpdfpdfpdfpdf
Implementation Guide 

html| pdf

html | pdfhtmlpdfpdfpdfpdf
Feature Adoption for Pega Cloud (for CS & SA)html | pdf     
Feature Adoption for Pega Cloud, 7.x to 8.4 or 8.5
(for CS & SA)               
 pdfpdfpdfN/AN/A
Feature Adoption for Pega Cloud, 8.x to 8.4 or 8.5
(for CS & SA)
 pdfpdfpdfN/AN/A
Release Noteshtml | pdfhtmlpdfpdfpdfpdfpdf
Patch Release Notes (includes Pega Call patches)html | pdfhtml | pdfhtml | pdfhtml | pdfN/AN/A
Reportshtml     
Articles

    Pega Customer Service for Financial Services

    Document8.68.58.48.38.28.1
    Product Overviewpdfpdfpdfpdfpdfpdf
    Installation Guide
    (for CS & SA for Financial Services)
    html | pdfpdfpdf pdfpdfpdf
    Update Guide
    (for CS and SA for Financial Services)                        
    html | pdfpdfpdfpdf pdf pdf 
    Implementation Guide                                                                   html | pdfhtml | pdfpdfpdfpdfpdf
    Feature Adoption for Pega Cloud (for CS & SA for Financial Services)html | pdf     
    Feature Adoption for Pega Cloud 7.x to 8.4 or 8.5 
    (for CS & SA for Financial Services)
     pdfpdfpdfNANA
    Feature Adoption for Pega Cloud 8.x to 8.4 or 8.5 
    (for CS and SA for Financial Services)
     pdfpdf  pdfNANA
    Release Noteshtml | pdfhtml | pdfpdfpdfpdfpdf
    Articles (html)

    Pega Customer Service for Insurance

    Document8.68.58.48.38.28.1
    Product Overviewpdfpdfpdfpdfpdfpdf

    Installation Guide

    (for CS & SA for Insurance)

    html | pdfpdfpdfpdfpdfpdf

    Update Guide
    (for CS & SA for Insurance)

    html | pdfpdfpdfpdfpdfpdf
    Implementation Guide                                                html | pdfhtml | pdfpdfpdfpdfpdf
    Feature Adoption for Pega Cloudhtml | pdf     
    Feature Adoption for Pega Cloud, 7.x to 8.4 or 8.5
    (for CS & SA for Insurance)
     pdfpdfpdfN/AN/A
    Feature Adoption for Pega Cloud, 8.x to 8.4 or 8.5
    (for CS & SA)
     pdfpdfpdfN/AN/A
    Release Noteshtml | pdfhtml | pdfpdfpdfpdfpdf
    Articles (html)

     Pega Customer Service for Healthcare

    Document8.68.58.48.38.28.1
    Product Overviewpdfpdfpdfpdfpdfpdf
    Installation Guidehtml | pdfpdfpdfpdfpdfpdf
    Update Guide
    (for Customer and Sales Automation for Healthcare)
    html | pdfpdfpdfpdfpdfpdf
    Implementation Guidehtml | pdfhtml | pdfpdfpdfpdfpdf
    Feature Adoption for Pega Cloud (for CS & SA for Healthcare)html |pdf     
    Feature Adoption for Pega Cloud 7.x to 8.4 or 8.5
    (for Customer and Sales Automation for Healthcare)
     pdfpdfpdfN/AN/A
    Feature Adoption for Pega Cloud 8.x to 8.4 or 8.5
    (for Customer and Sales Automation for Healthcare)
     pdfpdfpdfN/AN/A
    Release Noteshtml | pdfhtmlpdfpdfpdfpdfpdf
    Articles (html)

     Pega Customer Service for Communications

    Document8.68.58.48.38.28.1
    Product OverviewpdfpdfN/ApdfN/Apdf
    Installation Guidehtml | pdfpdfpdfpdfpdfpdf
    Update Guidehtml | pdfpdfpdfpdfpdfpdf
    Implementation Guide                                                html | pdfhtml | pdfpdfpdfpdfpdf
    Release Noteshtml | pdfhtml | pdfpdfpdfpdfpdf
    Articles (html)

    Pega Knowledge 

    Document8.68.58.48.38.28.1
    Product Overviewpdfpdfpdfpdfpdfpdf
    Installation Guidehtmlpdf  pdfpdfpdfpdfpdf
    Update Guidehtmlpdfpdfpdfpdfpdfpdf
    Implementation Guide                                                htmlpdfpdfpdfpdfpdfpdf
    User Guidehtmlpdfpdfpdfpdfpdfpdf
    Release Noteshtmlpdfpdfpdfpdfpdfpdf
    Articles (html)

    Pega Call

    Document8.68.58.48.38.28.1
    Installation Guidehtml | pdfhtml | pdfpdfpdfpdfpdf
    Update Guidehtml | pdfhtml | pdfpdfpdfpdfpdf
    Implementation Guide (all CTI vendors)htmlpdfN/AN/AN/AN/AN/A
    Release Noteshtml | pdfhtmlN/AN/AN/AN/A
    Patch Release Notes (includes Customer Service patches)html | pdfhtml | pdfhtml | pdfhtml | pdfN/AN/A
    Feature MatrixhtmlN/AN/AN/AN/AN/A
    Developer's Guide for Client-Side IntegrationhtmlhtmlN/AN/AN/Apdf
    Developer's Guide for Server-Side Integrationhtmlhtmlpdfpdfpdfpdf
    Configuration and Operations Guide (all CTI vendors)N/Ahtml | pdfN/AN/AN/AN/A
    Pega Call with Avaya AES CTIN/AN/Apdfpdfpdfpdf
    Pega Call with Avaya Aura Contact Center (AACC) CTIN/AN/Apdfpdfpdfpdf
    Pega Call with Cisco ICM CTIN/AN/Apdfpdfpdfpdf
    Pega Call with Cisco Finesse CTIN/AN/AN/Apdfpdfpdf
    Pega Call with Five9 Softphone Embedded UIN/AN/ApdfpdfN/AN/A
    Pega Call with Amazon Connect Contact Control PanelN/AN/Apdfpdfpdfpdf
    Pega Call with Amazon Connect CTI (API-based)N/AN/AN/AN/ApdfN/A
    Pega Call with Genesys CTIN/AN/Apdfpdfpdfpdf
     
    Other resources

     

    Pega Field Service

    Document8.68.58.48.3.18.38.2
    Product OverviewN/Apdfpdfpdfpdf  pdf  
    Installation Guidepdfpdfpdfpdfpdfpdf
    Upgrade GuidepdfpdfpdfpdfpdfN/A
    Implementation Guide                                                                           html | pdfhtml | pdfhtml | pdfpdfpdfpdf
    User Guidehtml | pdfhtml | pdfpdfpdfpdfpdf
    Release Notespdfpdfpdfpdfpdfpdf
    API Guidepdf
    N/A
    N/A
    N/A
    N/A
    N/A
    Articles (html)

     

     

     

     

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