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The Prepare phase and project kickoff

  • モジュール

    The Prepare phase and project kickoff

    7 トピック

    1時間 15 分

    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...

Configuring a dashboard

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...

Creating a custom business report

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 an Insight

Creating Insights for BAs

Leveraging reports in the contact center

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