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Pega Email Bot configuration
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Module
Pega Email Bot configuration
3 Topics
45 mins
Pega Platform 8.8 -
Pega Email Bot™ leverages Pega’s industry-leading natural language processing (NLP) and process automation to interpret, route, audit, and automate...
Circumstancing Rules on multiple variables
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Challenge
Circumstancing Rules on multiple variables
3 Tasks
30 mins
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As a part of the onboarding process, TGB sends an email that provides the employment start date to each new employee and contractor. This email also...
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 Rule resolution
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Challenge
Configuring Rule resolution
2 Tasks
25 mins
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Human Resources (HR) business partners create benefits enrollment and employee evaluation cases on behalf of TGB employees. To ensure that they create...
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 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...
Suggesting a reply based on email content
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Challenge
Suggesting a reply based on email content
4 Tasks
15 mins
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Your team asks you to update the Pega Customer Service™ email channel. The team wants to add a suggested reply for when a customer sends an email and...
Creating and managing teams of users
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Module
Creating and managing teams of users
1 Topic
15 mins
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Work groups and work queues allow cross-functional teams of users to work from a shared pool of assignments and improve process efficiency.
Automating actions when a property value changes
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Challenge
Automating actions when a property value changes
2 Tasks
15 mins
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The Payroll Department at TGB reports that some employees enter an incorrect bank name when enrolling in direct deposit. The payroll department...
Designating a relevant record
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Challenge
Designating a relevant record
6 Tasks
30 mins
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The Human Resources (HR) department wants to allow HR business partners to update the start date for an employee while the onboarding case is open. If...