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Configuring intelligent routing

  • チャレンジ

    Configuring intelligent routing

    2 タスク

    10 分

    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

  • チャレンジ

    Configuring the Email Manager portal

    3 タスク

    15 分

    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

  • チャレンジ

    Controlling the workflow based on a business context for BAs

    2 タスク

    15 分

    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

  • チャレンジ

    Creating an email account

    1 タスク

    10 分

    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...

Creating Personas and Channels for BAs

Creating users and roles

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