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Configuring a cascading approval with a reporting structure
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Challenge
Configuring a cascading approval with a reporting structure
2 Tasks
10 mins
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GoGoRoad stakeholders want to allow Territory Managers to add new vendors as service providers as the service grows. If the vendor is The Automobile...
Configuring Case locking
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Challenge
Configuring Case locking
1 Task
10 mins
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At TGB, candidates applying for an open position are interviewed by three to six existing employees. Each interviewer can independently rate a...
Configuring Flow Action post-processing
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Challenge
Configuring Flow Action post-processing
2 Tasks
20 mins
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Currently, the Candidate Case Type creates a candidate stakeholder to represent a job applicant and adds the candidate stakeholder to the Case at the...
Configuring intelligent routing
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Challenge
Configuring intelligent routing
2 Tasks
10 mins
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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
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Challenge
Configuring the Email Manager portal
3 Tasks
15 mins
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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...
Control the workflow based on business context
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Challenge
Control the workflow based on business context
3 Tasks
10 mins
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When customers submit a request for roadside assistance, a customer service representative (CSR) manually validates whether the customer is enrolled...
Creating a child case
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Challenge
Creating a child case
2 Tasks
10 mins
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InsCorp is launching a roadside assistance service as a coverage option for automobile insurance policies. Configure the Assistance request Case Type...
Creating a case from an email
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Challenge
Creating a case from an email
4 Tasks
20 mins
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Your customer, U+ Bank, wants to speed up email interactions for address changes by pre-populating cases with the correct values. For address change...
Creating a new service request
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Challenge
Creating a new service request
4 Tasks
10 mins
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U+ Bank wants to offer its employees lunch services by creating a service request in which employees can select and then submit what they want to eat...
Creating a Pega Email Bot
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Challenge
Creating a Pega Email Bot
2 Tasks
15 mins
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The manager at U+ Bank wants to automate replies and notifications in the bank application as it reduces strain on the bank's customer experiences...