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Communicating with users for BAs

Configuring a cascading approval with a reporting structure

Configuring cascading approvals with an authority matrix

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...

Control the workflow based on business context

Controlling the workflow based on a business context for BAs

  • Challenge

    Controlling the workflow based on a business context for BAs

    2 Aufgaben

    15 Min.

    Visible to: All users
  • When customers request roadside assistance, a Manager manually validates whether the customer is enrolled in roadside assistance coverage. To improve...

Creating a case completion prediction

  • Challenge

    Creating a case completion prediction

    3 Aufgaben

    15 Min.

    Visible to: All users
  • U+ Insurance implements Pega Process AI™ to optimize case automation. The business wants to predict whether an incoming claim has a low probability of...

Creating a child case

Creating a child Case for BAs

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