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Configuring a cascading approval with a reporting structure

Configuring cascading approvals with an authority matrix

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...

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 child case

Creating a child Case for BAs

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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