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Security Checklist awareness

  • Modul

    Security Checklist awareness

    1 Thema

    20 Min.

    Platform Visible to: All users
    • What is the Security Checklist?
    • How do I access the Security Checklist?
    • How to use the Security Checklist?/What is the purpose?
    • What happens if I...

Tracking and auditing changes to data

Auditing changes to the value of fields

Configuring intelligent routing

  • Challenge

    Configuring intelligent routing

    2 Aufgaben

    10 Min.

    Visible to: All users
  • The U+ Bank email bot is set up. You are now expected to configure the email bot to react to customer requests, route work, and automatically respond...

Configuring the Email Manager portal

  • Challenge

    Configuring the Email Manager portal

    3 Aufgaben

    15 Min.

    Visible to: All users
  • The U+ Bank email bot is set up, and you must configure the Email Manager portal to manually triage any emails that do not match the intelligent...

Creating a Pega Email Bot

Creating an email account

  • Challenge

    Creating an email account

    1 Aufgabe

    10 Min.

    Visible to: All users
  • The manager at U+ Bank is struggling to keep up with daily email volume. So, the manager wants to automate replies and notifications in the bank...

Creating users and roles

Enabling Pega Customer Decision Hub agents

Importing customer data from a CSV

  • Challenge

    Importing customer data from a CSV

    2 Aufgaben

    10 Min.

    Visible to: All users
  • U+ Bank wants to improve the experience of its customers with predictive and adaptive analytical models that drive personalized decisions. Following...

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