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Attaching PDF files to a case
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Défi
Attaching PDF files to a case
2 Tâches
10 mins
Pega Platform 8.8 -
InsCorp wants to ensure that customers receive an email with a receipt of services, including a breakdown of the services provided. Add two...
Configuring intelligent routing
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Défi
Configuring intelligent routing
2 Tâches
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 the Email Manager portal
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Défi
Configuring the Email Manager portal
3 Tâches
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 case from an email
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Défi
Creating a case from an email
4 Tâches
20 mins
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Your customer, U+ Bank, wants to speed up email interactions for address changes by pre-populating cases with the correct values. For address change...
Creating a Pega Email Bot
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Défi
Creating a Pega Email Bot
2 Tâches
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...
Creating an email account
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Défi
Creating an email account
1 Tâche
10 mins
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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...
Routing email based on content
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Défi
Routing email based on content
4 Tâches
15 mins
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U+ is a major company in the financial industry that wants to improve engagement with customers. U+ has recently opened an email channel where...
Suggesting a reply based on email content
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Défi
Suggesting a reply based on email content
4 Tâches
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...
Training the email bot to understand topics
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Défi
Training the email bot to understand topics
1 Tâche
15 mins
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U+ Bank wants to use Pega Email Bot to respond to customer problems and speed up business processes seamlessly. As a system architect, you are tasked...