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Pega Email Bot Foundation

Configuring common phrases for agents

Creating a case from email

Creating custom tabs

  • Module

    Creating custom tabs

    2 Topics

    25 mins

    Visible to: All users
  • Learn how to create your own customer composite tabs. Customer composite tabs are used to display a logical group of information to a user in Pega...

Customizing the customer service user interface

  • Module

    Customizing the customer service user interface

    2 Topics

    15 mins

    Visible to: All users
  • Learn how to configure various aspects of the Pega Customer Service™ UI. Customize the layout for a service case, add a field to display, and modify...

Email bot cases and responses

  • Module

    Email bot cases and responses

    2 Topics

    25 mins

    Pega Platform 8.8 Visible to: All users
  • 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...

Email Manager portal

  • Module

    Email Manager portal

    6 Topics

    55 mins

    Visible to: All users
  • The Email Manager portal facilitates the manual processing of emails that do not meet any of the intelligent routing criteria and necessitate triage...

Guiding a customer service agent with dialogs

  • Module

    Guiding a customer service agent with dialogs

    2 Topics

    15 mins

    Visible to: All users
  • Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.

Intelligent routing

  • Module

    Intelligent routing

    4 Topics

    1 hr

    Pega Platform 8.8 Visible to: All users
  • 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...

Pega Customer Service Case Management Edition introduction

  • Module

    Pega Customer Service Case Management Edition introduction

    3 Topics

    20 mins

    Pega Customer Service 8.7 Visible to: All users
  • Pega Customer Service™ Case Management Edition allows you to utilize the Pega Platform™ case management capabilities in your existing desktop and...

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