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Configuring Primary Fields for BAs

  • Reto

    Configuring Primary Fields for BAs

    4 Tareas

    10 minutos

    Visible to: All users
  • During Directly Capture Objectives (DCO) conversations, business stakeholders revealed that GoGoRoad's CSRs waste valuable time searching for basic...

Configuring UI elements

Control the workflow based on business context

Controlling the workflow based on a business context for BAs

  • Reto

    Controlling the workflow based on a business context for BAs

    2 Tareas

    15 minutos

    Visible to: All users
  • When customers request roadside assistance, a Manager manually validates whether the customer is enrolled in roadside assistance coverage. To improve...

Creating a basic automation

  • Reto

    Creating a basic automation

    3 Tareas

    20 minutos

    Pega Robotic Automation 22.1 Visible to: All users
  • Create a project that logs in to the BankerInsight application, inserts the Customer Number, and searches for a client to display account details. 

    C...

Creating a child case

Creating a child Case for BAs

Creating a custom business report

Creating a Digital Messaging interface

Creating a new entity

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