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Designing a Case Life Cycle

Setting Case Status

Examining the Case Type Backlog

Collaborating with Pulse and Tags

Collaborating in Spaces and Pulse

  • Challenge

    Collaborating in Spaces and Pulse

    3 Tasks

    10 mins

    Pega Platform 8.8 Visible to: All users
  • Throughout the case lifecycle of the GoGoRoad application, members of the CSR team must stay in contact with one another. One of the most efficient...

Configuring cascading approvals with an authority matrix

Configuring a cascading approval with a reporting structure

Configuring intelligent routing

  • Challenge

    Configuring intelligent routing

    2 Tasks

    10 mins

    Visible to: All users
  • 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

  • Challenge

    Configuring the Email Manager portal

    3 Tasks

    15 mins

    Visible to: All users
  • 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...

Control the workflow based on business context

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