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The Prepare phase and project kickoff

  • Module

    The Prepare phase and project kickoff

    7 Rubriques

    1h 15 mins

    Visible to: All users
  • The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...

Training the email bot

Attaching PDF files to a case

  • Défi

    Attaching PDF files to a case

    2 Tâches

    10 mins

    Pega Platform 8.8 Visible to: All users
  • InsCorp wants to ensure that customers receive an email with a receipt of services, including a breakdown of the services provided. Add two...

Configuring intelligent routing

  • Défi

    Configuring intelligent routing

    2 Tâches

    10 mins

    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

  • 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...

Creating a case from an email

Creating a Pega Email Bot

Creating an email account

  • Défi

    Creating an email account

    1 Tâche

    10 mins

    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...

Routing email based on content

Suggesting a reply based on email content

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