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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...

Configuring a coaching tip

Configuring a common phrase

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 composite tab

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...

Customizing the user interface for agents

Training the email bot to understand topics

  • Reto

    Training the email bot to understand topics

    1 Tarea

    15 minutos

    Visible to: All users
  • U+ Bank wants to use Pega Email Bot to respond to customer problems and speed up business processes seamlessly. As a system architect, you are tasked...

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