Search
Routing email based on content
-
Module
Routing email based on content
3 Topics
25 mins
-
Pega Email Bot can detect the topic or sentiment of an email and route the email to the appropriate operator or queue. Intelligent routing allows the...
Sending emails during Case processing
-
Module
Sending emails during Case processing
1 Topic
15 mins
-
Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
Service requests
-
Module
Service requests
9 Topics
50 mins
-
This module shows you how to create service requests using the Customer Service Request Template. Learn about the purpose, customization options, and...
Skipping a Process or a Stage
-
Module
Skipping a Process or a Stage
1 Topic
10 mins
-
Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility.
Training the email bot
-
Module
Training the email bot
2 Topics
20 mins
-
Pega Email Bot uses natural language processing (NLP) to analyze and learn from patterns of conversation between customer service representatives...
User guidance
-
Module
User guidance
2 Topics
15 mins
-
Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.
Working in the Patient 360 profile
-
Module
Working in the Patient 360 profile
8 Topics
1 hr 35 mins
Pega Care Management 8.7 -
Learn about the key concepts and best practices for configuring Patient 360, including setting the categories for tracking social determinants of...
Adding a duplicate Case search for BAs
-
Challenge
Adding a duplicate Case search for BAs
4 Tasks
15 mins
-
In a DCO session, GoGoRoad stakeholders said that they want to ensure that only one Assistance Request Case is processed for each customer incident...
Adding a duplicate Case Type search
-
Challenge
Adding a duplicate Case Type search
3 Tasks
10 mins
-
InsCorp wants to ensure that only one Assistance Request Case is processed for each request. Customers that send assistance requests might have...
Adding optional Actions to a workflow
-
Challenge
Adding optional Actions to a workflow
1 Task
5 mins
-
InsCorp wants to ensure that customers can cancel service requests at any time. To support co-production, a system architect configured the Cancel...