Suggesting a reply based on email content

4 Tasks

15 mins

Pega Customer Service '26

Pega Customer Service '25 Pega Customer Service '24.2 Pega Customer Service '24.1 Pega Customer Service '23 Pega Customer Service 8.8 Pega Customer Service 8.7 Pega Customer Service 8.6 Pega Customer Service 8.5 Pega Customer Service 8.4

Visible to: All users Applies to: Pega Customer Service '26

Intermediate

Conversational Channels

Email

English

Scenario

Your team asks you to update the Pega Customer Service™ email channel. The team wants to add a suggested reply for when a customer sends an email and there is some required information missing. The suggested reply provides an email template that the Customer Service Representative (CSR) can edit and send to the customer to request the missing information.

Use the following credentials to log in to the exercise system:

Role	User name	Password
Email Client user	customer1	customer1
Customer Service Representative	CSCSR	password123!
Customer Service Application Administrator	CSDeveloper	password123!

Your assignment consists of the following tasks:

Task 1: Add a suggested reply

In Infinity Studio, in the MySupport email channel, add a suggested reply for the Account Address Change case type.

Task 2: Test the model used for topic identification using the test console

In the MySupport email channel, test the AI logic used for topic identification.

Task 3: Test the end-to-end configuration using the email client

In the email client, create an email to test your email channel configuration.

Task 4: Test the suggested reply in the portal

In the Interaction Portal, process the emails and validate your changes.

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

• Log In

Challenge Walkthrough

Detailed Tasks

1 Add a suggested reply

1. Log in to Infinity Studio as the Customer Service Application Administrator with user name CSDeveloper using password password123!
2. In the navigation pane of Infinity Studio, click Channels , and then click the Channels Landing Page icon.
   
   

3. On the Channels landing page, click the MySupport channel to update the configuration.
   
4. In the MySupport channel, click the Behavior tab.
   
5. In the Suggested replies section, click Add suggested reply to add a new suggested reply.
   
6. In the Add suggested reply dialog box, in the Email template list, select Missing Info.
7. In the Associate topics list, select the Address Change case type.
   
8. Click Submit.
9. Click Save to update your configuration.
10. 

2 Test the model used for topic identification using the test console

1. In the upper-right corner, click Test to test the new email channel configuration.
   
2. In the From (email) field, enter c[email protected].
3. In the To (email) field, enter [email protected].
4. In the From (name) field, enter Adam Parker.
5. In the Subject field, enter Moving.
6. In the Message field, enter the email content, for example: Hello! I'm moving and want to update my address.
7. Click Test. The test email evaluation is displayed.
   
8. Observe that Address Change was identified as the Topic. This means that your suggested reply is available when an agent responds to this incoming email.
   
9. Click Close to dismiss the test email evaluation.

3 Test the end-to-end configuration using the email client

1. Open the exercise system landing page, click Application Switcher, and then click Web Email.
2. Log in as the Email Client user with user name customer1 and password customer1.
3. In the left pane, click Mail to access the Inbox.
   
4. In the header, click Write mail to compose a new email.
   
5. In the To: field, enter [email protected].
6. In the Subject: field, enter Moving.
7. In the message, state that you are moving and want to update your address. You can use the same text you used in the previous test: Hello! I'm moving and want to update my address.
8. Click Send message.
   
9. In the left pane, click Log off, and then click Log off again to leave the email client.

4 Test the suggested reply in the portal

1. Log in to Pega Customer Service as a Customer Service Representative with user name CSCSR and password password123!.
2. In the left navigation, click My open emails.
   
3. Click Get next email.
   

The Interaction Portal opens the case and displays the request from Adam Parker.

4. Observe that the Suggested replies section includes the Missing info reply.
   
5. To close the interaction, click Wrap-up, then click Submit.
   

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Available in the following mission:

• Email Bots for Pega Customer Service v10