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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...

Configuring UI elements

Creating a case from an email

Creating a custom business report

Creating a Pega Email Bot

Creating a Pega Web Mashup

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 Insight

Creating data relationships in Views

Creating field groups in Constellation Views

  • Challenge

    Creating field groups in Constellation Views

    6 Tasks

    35 mins

    Pega Platform '23 Visible to: All users
  • Important aspects of the UI configuration for the Tell Us More application from Sweet Life Inc. are field groups and the Search and select pattern for...

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