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Creating a custom business report
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Challenge
Creating a custom business report
3 Tasks
15 mins
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Stakeholders would like to know the number of cases that have been requested over the past month. You have been asked to define a report to track 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...
Creating reports that combine data from multiple classes
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Challenge
Creating reports that combine data from multiple classes
2 Tasks
30 mins
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The business partners in the Human Resources (HR) department request two reports.
The first report must track the progress of candidate cases...
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 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...
Creating an email account
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Challenge
Creating an email account
1 Task
10 mins
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The manager at U+ Bank is struggling to keep up with daily email volume. So, the manager wants to automate replies and notifications in the bank...
Creating an Insight
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Challenge
Creating an Insight
2 Tasks
15 mins
Pega Platform 8.8 -
Stakeholders would like to know the number of cases that have been requested over the past month. You have been asked to define a report to track the...
Customizing a dashboard
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Challenge
Customizing a dashboard
3 Tasks
30 mins
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Stakeholders have seen growth in the use of the Assistance request application. They want to confirm that, even though cases are increasing, they are...
Leveraging reports in the contact center
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Challenge
Leveraging reports in the contact center
4 Tasks
15 mins
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As a manager, you need to use reports to get visibility into the application. In this exercise, you will create and resolve service cases from both...