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All Customer Service Product Documentation

Updated on November 21, 2022
Note: For release 8.8 and later, see All Customer Service product documentation in the Pega Customer Service book on the Pega Documentation landing page.

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

General reference

Pega Customer Service 

Document8.78.68.58.48.38.28.1
Product Overviewhtml | pdfpdfpdfpdfpdfpdfpdf
Installation Guide
(for CS & SA)
html html pdfpdf   pdf    pdf    pdf   
Update Guide
(for CS & SA)
htmlhtml pdfpdfpdfpdfpdf
Implementation Guide, Theme UI Kit html

html

htmlhtmlpdfpdfpdf
Feature Adoption for Pega Cloud (for CS & SA)html html      
Feature Adoption for Pega Cloud, 7.x to 8.4 or 8.5
(for CS & SA)               
N/AN/ApdfpdfpdfN/AN/A
Feature Adoption for Pega Cloud, 8.x to 8.4 or 8.5
(for CS & SA)
N/AN/ApdfpdfpdfN/AN/A
Release Noteshtmlhtmlhtml pdfpdfpdfpdf
Patch Release Notes (includes Pega Call patches)htmlhtmlhtmlhtml html N/AN/A
Reportshtmlhtml     
Articles

    Pega Customer Service for Financial Services

    Document8.78.68.58.48.38.28.1
    Product Overviewhtml | pdf   pdfpdfpdfpdfpdfpdf
    Installation Guide
    (for CS & SA for Financial Services)
    html | pdf   html | pdfpdfpdf pdfpdfpdf
    Update Guide
    (for CS and SA for Financial Services)                        
    html | pdf   html | pdfpdfpdfpdf pdf pdf 
    Implementation Guide                                                                   html | pdf   html | pdfhtml | pdfpdfpdfpdfpdf
    Feature Adoption for Pega Cloud (for CS & SA for Financial Services)html | pdf   html | pdf     
    Feature Adoption for Pega Cloud 7.x to 8.4 or 8.5 
    (for CS & SA for Financial Services)
    N/A pdfpdfpdfN/AN/A
    Feature Adoption for Pega Cloud 8.x to 8.4 or 8.5 
    (for CS and SA for Financial Services)
    N/A pdfpdf  pdfN/AN/A
    Release Noteshtml | pdf   html | pdfhtml | pdfpdfpdfpdfpdf
    Articles (html)

    Pega Customer Service for Insurance

    Document8.78.68.58.48.38.28.1
    Product Overviewhtml | pdf   pdfpdfpdfpdfpdfpdf

    Installation Guide

    (for CS & SA for Insurance)

    html | pdf   html | pdfpdfpdfpdfpdfpdf

    Update Guide
    (for CS & SA for Insurance)

    html | pdf   html | pdfpdfpdfpdfpdfpdf
    Implementation Guide                                                html | pdf   html | pdfhtml | pdfpdfpdfpdfpdf
    Feature Adoption for Pega Cloudhtml | pdf   html | 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 | pdf   html | pdfhtml | pdfpdfpdfpdfpdf
    Articles (html)

     Pega Customer Service for Healthcare

    Document8.78.68.58.48.38.28.1
    Product Overviewhtml | pdf   pdfpdfpdfpdfpdfpdf
    Installation Guidehtml | pdf   html | pdfpdfpdfpdfpdfpdf
    Update Guide
    (for Customer and Sales Automation for Healthcare)
    html | pdf   html | pdfpdfpdfpdfpdfpdf
    Implementation Guidehtml | pdf   html | pdfhtml | pdfpdfpdfpdfpdf
    Feature Adoption for Pega Cloud (for CS & SA for Healthcare)html | pdf   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 | pdf   html | pdfhtmlpdfpdfpdfpdfpdf
    Articles (html)

     Pega Customer Service for Communications

    Document8.78.68.58.48.38.28.1
    Product Overviewhtml | pdf   pdfpdfN/ApdfN/Apdf
    Installation Guidehtml | pdf   html | pdfpdfpdfpdfpdfpdf
    Update Guidehtml | pdf   html | pdfpdfpdfpdfpdfpdf
    Implementation Guide                                                html | pdf   html | pdfhtml | pdfpdfpdfpdfpdf
    Feature Adoption for Pega Cloud (for CS for Communications)html | pdf         
    Release Noteshtml | pdf   html | pdfhtml | pdfpdfpdfpdfpdf
    Articles (html)

    Pega Knowledge 

    Document8.78.68.58.48.38.28.1
    Product Overviewhtml | pdf   pdfpdfpdfpdfpdfpdf
    Installation Guidehtml | pdf   htmlpdf  pdfpdfpdfpdfpdf
    Update Guidehtml | pdf   htmlpdfpdfpdfpdfpdfpdf
    Implementation Guide                                                html | pdf   htmlpdfpdfpdfpdfpdfpdf
    User Guidehtml | pdf   htmlpdfpdfpdfpdfpdfpdf
    Release Noteshtml | pdf   htmlpdfpdfpdfpdfpdfpdf
    Patch Release NotesN/AN/AN/AN/AN/AN/AN/A
    Articles (html)

    Pega Call

    Document8.78.68.58.48.38.28.1
    Installation Guidehtml | pdf   html | pdfhtml | pdfpdfpdfpdfpdf
    Update Guidehtml | pdf   html | pdfhtml | pdfpdfpdfpdfpdf
    Implementation Guide (all CTI vendors)html | pdf   htmlpdfN/AN/AN/AN/AN/A
    Release Noteshtml | pdf   html | pdfhtmlN/AN/AN/AN/A
    Patch Release Notes (includes Pega Customer Service patches)htmlhtmlhtmlhtml | pdfhtml | pdfN/AN/A
    Feature Matrixhtml htmlN/AN/AN/AN/AN/A
    Developer's Guide for Client-Side Integrationhtml | pdf htmlhtmlN/AN/AN/Apdf
    Developer's Guide for Server-Side Integrationhtml | pdf htmlhtmlpdfpdfpdfpdf
    Configuration and Operations Guide (all CTI vendors)N/AN/Ahtml | pdfN/AN/AN/AN/A
    Pega Call with Avaya AES CTIN/AN/AN/Apdfpdfpdfpdf
    Pega Call with Avaya Aura Contact Center (AACC) CTIN/AN/AN/Apdfpdfpdfpdf
    Pega Call with Cisco ICM CTIN/AN/AN/Apdfpdfpdfpdf
    Pega Call with Cisco Finesse CTIN/AN/AN/AN/Apdfpdfpdf
    Pega Call with Five9 Softphone Embedded UIN/AN/AN/ApdfpdfN/AN/A
    Pega Call with Amazon Connect Contact Control PanelN/AN/AN/Apdfpdfpdfpdf
    Pega Call with Amazon Connect CTI (API-based)N/AN/AN/AN/AN/ApdfN/A
    Pega Call with Genesys CTIN/AN/AN/Apdfpdfpdfpdf
     
    Other resources

     

    Pega Field Service (There are no additional releases for 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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