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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 reports that combine data from multiple classes
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Défi
Creating reports that combine data from multiple classes
2 Tâches
30 mins
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The business partners in the Human Resources (HR) department request two reports.
The first report must track the progress of candidate Cases...
Creating an Insight
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Défi
Creating an Insight
2 Tâches
15 mins
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Stakeholders would like to know the number of Cases that have been requested over the past month. You have been asked to define a report to track the...
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 composite tab
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Défi
Creating a composite tab
2 Tâches
5 mins
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As a customer service app administrator, you must create a new tab to display the transaction history and statement for a contact in a separate tab.
...
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...
Customizing the user interface for agents
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Défi
Customizing the user interface for agents
2 Tâches
15 mins
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You have been asked to make the following changes to the Pega Customer Service user interface, which is displayed when customer service representative...
Leveraging reports in the contact center
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Défi
Leveraging reports in the contact center
4 Tâches
15 mins
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As a manager, you need to use reports to get visibility into the application. In this exercise, you will create and resolve service cases from both...
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...