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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 parallel processing

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 case from an email

Creating a child case

Creating a child Case for BAs

Creating a new service request

Creating a Pega Email Bot

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