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Routing email based on content

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...

Training the email bot

Managing application access

Auditing changes to the value of fields

Creating users and roles

Configuring security policies

Configuring business conditions

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...

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