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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...
Creating data relationships in Views
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Challenge
Creating data relationships in Views
4 Tasks
10 mins
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The Mayor of MyTown asks you, the town project manager, to enable residents to report problems they encounter on line so that the necessary work can...
Creating a Digital Messaging interface
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Challenge
Creating a Digital Messaging interface
2 Tasks
10 mins
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U+ Bank wants to set up its chatbot to respond to service requests received from several digital channels. As an initial step, the bank first wants to...
Importing customer data from a CSV
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Challenge
Importing customer data from a CSV
2 Tasks
10 mins
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U+ Bank wants to improve the experience of its customers with predictive and adaptive analytical models that drive personalized decisions. Following...
Localizing a UI form
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Challenge
Localizing a UI form
3 Tasks
45 mins
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GoGoRoad stakeholders have a requirement to translate the New vendor case type to Spanish.
Use the Localization wizard to localize the New vendor...
Setting up data ingestion
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Challenge
Setting up data ingestion
7 Tasks
40 mins
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The project team at U+ Bank performed a data mapping workshop and mapped its existing data model to Pega Customer Decision Hub™ and structured the...