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Routing email based on content

Securing and auditing data

Security Checklist awareness

  • モジュール

    Security Checklist awareness

    1 トピック

    20 分

    Platform Visible to: All users
    • What is the Security Checklist?
    • How do I access the Security Checklist?
    • How to use the Security Checklist?/What is the purpose?
    • What happens if I...

Tracking and auditing changes to data

Training the email bot

Auditing changes to the value of fields

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 security policies

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 case from an email

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