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Email Manager portal

  • Modul

    Email Manager portal

    6 Themen

    55 Min.

    Visible to: All users
  • The Email Manager portal facilitates the manual processing of emails that do not meet any of the intelligent routing criteria and necessitate triage...

Intelligent routing

  • Modul

    Intelligent routing

    4 Themen

    1 Std.

    Pega Platform 8.8 Visible to: All users
  • Pega Email Bot™ can detect the topic or sentiment of an email and route the email to the appropriate operator or queue. Intelligent routing allows the...

Pega Email Bot configuration

  • Modul

    Pega Email Bot configuration

    3 Themen

    45 Min.

    Pega Platform 8.8 Visible to: All users
  • Pega Email Bot™ leverages Pega’s industry-leading natural language processing (NLP) and process automation to interpret, route, audit, and automate...

Perpetual KYC with event-driven architecture

  • Modul

    Perpetual KYC with event-driven architecture

    3 Themen

    35 Min.

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • Customer data changes, ongoing e-screening alerts, and periodic review deadlines are just a few examples of types of events that the application might...

Presenting suggestions for agents

  • Modul

    Presenting suggestions for agents

    4 Themen

    35 Min.

    Visible to: All users
  • During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...

Promoting rule reuse with relevant records

Rule resolution

Routing email based on content

Training the email bot

Refining an Agile Workbench backlog

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