Skip to main content

Search

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...

Tracking and auditing changes to data

Training the email bot

Auditing changes to the value of fields

Configuring application Rulesets

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

Creating a Pega Email Bot

We'd prefer it if you saw us at our best.

Pega Academy has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice