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Applying advanced automation techniques and best practices

  • Challenge

    Applying advanced automation techniques and best practices

    5 Tasks

    35 mins

    Pega Robotic Automation 22.1 Visible to: All users
  • While running the Robotic Banking automation, you decide that reorganizing the project will improve efficiency and better align with best practices...

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 organization structure

  • Challenge

    Configuring organization structure

    6 Tasks

    15 mins

    Visible to: All users
  • 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

  • Challenge

    Configuring Pega Robot Manager

    4 Tasks

    30 mins

    Visible to: All users
  • MyTown wants to assign and manage automation execution for Inquiries and Service Requests case types using a Pega Robot Manager™ application. The...

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...

Creating a basic automation

  • Challenge

    Creating a basic automation

    3 Tasks

    20 mins

    Pega Robotic Automation 22.1 Visible to: All users
  • Create a project that logs in to the BankerInsight application, inserts the Customer Number, and searches for a client to display account details. 

    C...

Creating a Pega Email Bot

Creating an automation

Creating an email account

  • Challenge

    Creating an email account

    1 Task

    10 mins

    Visible to: All users
  • 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 expense tracker using MS Office connectors

  • Challenge

    Creating an expense tracker using MS Office connectors

    5 Tasks

    30 mins

    Pega Robotic Automation 22.1 Visible to: All users
  • The Robotic Banking company provides an expense tracker functionality that collects all spending for predefined categories, creates an Excel report...

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