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Configuring a full Case View
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Challenge
Configuring a full Case View
2 Tasks
10 mins
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The Mayor and Services Coordinator requested a single View to track updates while running Service Cases. The Services Coordinator requested a History...
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 cascading approvals with an authority matrix
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Challenge
Configuring cascading approvals with an authority matrix
3 Tasks
10 mins
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As the repair service grows, GoGoRoad stakeholders want to allow Territory Managers to submit new vendors as service providers for approval. If the...
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...