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Tracking and auditing changes to data
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Módulo
Tracking and auditing changes to data
1 Tema
15 minutos
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Pega Platform™ automatically tracks actions performed, such as which operators worked on a case and when. You can enhance this capability by using...
Auditing changes to the value of fields
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Reto
Auditing changes to the value of fields
1 Tarea
5 minutos
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HRApps provides payroll setup for employees. For the Payroll Setup Case Type, an employee provides their bank information for direct deposit. When the...
Configuring a coaching tip
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Reto
Configuring a coaching tip
2 Tareas
15 minutos
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You are a customer service representative (CSR) manager and have observed that your CSRs are making typos consistently when entering new addresses for...
Configuring a common phrase
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Reto
Configuring a common phrase
2 Tareas
15 minutos
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Your company wants to set up a consistent greeting for customer service agents to use when sending emails to customers. The message thanks the...
Configuring intelligent routing
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Reto
Configuring intelligent routing
2 Tareas
10 minutos
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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
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Reto
Configuring the Email Manager portal
3 Tareas
15 minutos
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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
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Reto
Creating a composite tab
2 Tareas
5 minutos
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As a customer service app administrator, you must create a new tab to display the transaction history and statement for a contact in a separate tab.
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Creating a Pega Email Bot
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Reto
Creating a Pega Email Bot
2 Tareas
15 minutos
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The manager at U+ Bank wants to automate replies and notifications in the bank application as it reduces strain on the bank's customer experiences...
Creating an email account
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Reto
Creating an email account
1 Tarea
10 minutos
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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...
Creating users and roles
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Reto
Creating users and roles
4 Tareas
10 minutos
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GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors...