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Routing email based on content

Training the email bot

Adding a new property to an existing entity

Adding clickstream data to a customer profile

Refining an Agile Workbench backlog

Assignment Overview

Configuring intelligent routing

  • Challenge

    Configuring intelligent routing

    2 Tasks

    10 mins

    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

  • Challenge

    Configuring the Email Manager portal

    3 Tasks

    15 mins

    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 completion prediction

  • Challenge

    Creating a case completion prediction

    3 Tasks

    15 mins

    Visible to: All users
  • U+ Insurance implements Pega Process AI™ to optimize case automation. The business wants to predict whether an incoming claim has a low probability of...

Creating a case from an email

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