Outbound emails

Use outbound email features in Pega Customer to manage customer communications across various interaction types. Initiate outbound emails from phone calls and Service Cases, configure the Send Email smart shape, and enable comprehensive tracking to maintain visibility and continuity. Explore practical workflows that can improve service efficiency and customer engagement.

Beginner

Inglês

Depois de concluir este módulo, você deverá ser capaz de:

Identify outbound email scenarios in Pega Customer Service.

Send emails during a phone call interaction.

Send emails from a Service Case during a phone call interaction.

Send emails from a Service Case during an email interaction using the Send Email smart shape.

Configure tracking for Service Case emails and the Send Email process shapes.

Disponível na seguinte missão:

Email Bots for Pega Customer Service v9

Tópicos

Outbound emails overview

5 min

Sending emails during a phone call interaction

5 min

Sending emails from a Service Case during a phone call interaction

5 min

Sending emails from a Service Case from an email interaction using the Send Email smart shape

5 min

Configuring comprehensive tracking for Service Case emails

5 min

Quiz do módulo

5 min