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Routing Assignments to users
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Modul
Routing Assignments to users
1 Thema
25 Min.
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Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...
Routing email based on content
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Modul
Routing email based on content
3 Themen
25 Min.
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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...
Sending emails during Case processing
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Modul
Sending emails during Case processing
1 Thema
15 Min.
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Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
Service requests
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Modul
Service requests
9 Themen
50 Min.
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This module shows you how to create service requests using the Customer Service Request Template. Learn about the purpose, customization options, and...
Skipping a Process or a Stage
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Modul
Skipping a Process or a Stage
1 Thema
10 Min.
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Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility.
Training the email bot
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Modul
Training the email bot
2 Themen
20 Min.
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Pega Email Bot uses natural language processing (NLP) to analyze and learn from patterns of conversation between customer service representatives...
User guidance
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Modul
User guidance
2 Themen
15 Min.
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Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.
Working in the Patient 360 profile
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Modul
Working in the Patient 360 profile
8 Themen
1 Std. 35 Min.
Pega Care Management 8.7 -
Learn about the key concepts and best practices for configuring Patient 360, including setting the categories for tracking social determinants of...
Adding a duplicate Case search for BAs
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Challenge
Adding a duplicate Case search for BAs
4 Aufgaben
15 Min.
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In a DCO session, GoGoRoad stakeholders said that they want to ensure that only one Assistance Request Case is processed for each customer incident...
Adding a duplicate Case Type search
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Challenge
Adding a duplicate Case Type search
3 Aufgaben
10 Min.
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InsCorp wants to ensure that only one Assistance Request Case is processed for each request. Customers that send assistance requests might have...