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The Prepare phase and project kickoff

  • Módulo

    The Prepare phase and project kickoff

    7 Temas

    1 h 15 minutos

    Visible to: All users
  • The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...

Presenting suggestions for agents

  • Módulo

    Presenting suggestions for agents

    4 Temas

    35 minutos

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

Production readiness during the Adopt phase

  • Módulo

    Production readiness during the Adopt phase

    4 Temas

    50 minutos

    Visible to: All users
  • The Adopt phase follows the Build phase. During Adopt, you confirm that your client is ready to implement the Microjourneys™ that you packaged into a...

Setting chat and messaging behavior

Case-Typ „Backlog“ untersuchen

Configuring business conditions

Configuring intelligent routing

  • Reto

    Configuring intelligent routing

    2 Tareas

    10 minutos

    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

  • Reto

    Configuring the Email Manager portal

    3 Tareas

    15 minutos

    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

  • Reto

    Creating an email account

    1 Tarea

    10 minutos

    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...

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