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Configuring a knowledge article suggestion
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Challenge
Configuring a knowledge article suggestion
5 Tasks
5 mins
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Customers of U+ Bank initiate a chat session with a live CSR and state that they want to know about the credit card benefits. The expected outcome is...
Configuring a portal
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Challenge
Configuring a portal
1 Task
10 mins
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GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors...
Configuring business conditions
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Challenge
Configuring business conditions
2 Tasks
5 mins
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U+ Bank identifies that many customer are missing their payment due dates, resulting in late fees and negative impact on their credit score. To...
Configuring chat queues
Configuring common phrases for agents
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Challenge
Configuring common phrases for agents
3 Tasks
5 mins
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U+ Bank wants to set up a consistent greeting for customer service agents to initiate Web messaging conversations. The message welcomes the customer...
Configuring organization structure
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Challenge
Configuring organization structure
6 Tasks
15 mins
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For the next phase of the challenge, you configure a basic organizational structure for the MyTown application within Pega Robot Manager™. MyTown has...
Configuring Pega Robot Manager
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Challenge
Configuring Pega Robot Manager
4 Tasks
30 mins
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MyTown wants to assign and manage automation execution for Inquiries and Service Requests case types using a Pega Robot Manager™ application. The...
Configuring Primary Fields for BAs
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Challenge
Configuring Primary Fields for BAs
4 Tasks
10 mins
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During Directly Capture Objectives (DCO) conversations, business stakeholders revealed that GoGoRoad's CSRs waste valuable time searching for basic...
Configuring UI elements
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Challenge
Configuring UI elements
2 Tasks
10 mins
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After a request for roadside assistance is approved, a service provider is dispatched to the location provided by the customer. To perform this task...
Creating a basic automation
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Challenge
Creating a basic automation
3 Tasks
20 mins
Pega Robotic Automation 22.1 -
Create a project that logs in to the BankerInsight application, inserts the Customer Number, and searches for a client to display account details.
C...