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Collaborating with Pulse and Tags

Collaborating in Spaces and Pulse

  • Défi

    Collaborating in Spaces and Pulse

    3 Tâches

    10 mins

    Pega Platform 8.8 Visible to: All users
  • Throughout the case lifecycle of the GoGoRoad application, members of the CSR team must stay in contact with one another. One of the most efficient...

Configuring cascading approvals with an authority matrix

Configuring a cascading approval with a reporting structure

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...

Control the workflow based on business context

Creating a child case

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...

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