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Configuring Primary Fields for BAs

  • Défi

    Configuring Primary Fields for BAs

    4 Tâches

    10 mins

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

Configuring the Email Manager portal

  • Défi

    Configuring the Email Manager portal

    3 Tâches

    15 mins

    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...

Configuring UI elements

Constructing Views in Constellation for BAs

Control the workflow based on business context

Controlling the workflow based on a business context for BAs

  • Défi

    Controlling the workflow based on a business context for BAs

    2 Tâches

    15 mins

    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

  • Défi

    Creating a basic automation

    3 Tâches

    20 mins

    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 case from an email

Creating a child case

Creating a child Case for BAs

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