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Product

Capability

Role

Preparing Customer Decision Hub for development

Presenting suggestions for agents

  • Module

    Presenting suggestions for agents

    4 Rubriques

    35 mins

    Visible to: All users
  • During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...

Production readiness during the Adopt phase

  • Module

    Production readiness during the Adopt phase

    4 Rubriques

    50 mins

    Visible to: All users
  • The Adopt phase follows the Build phase. During Adopt, you confirm that your client is ready to implement the Microjourneys™ that you packaged into a...

Routing email based on content

Training the email bot

Adding a new property to an existing entity

Adding clickstream data to a customer profile

Examining the Case Type Backlog

Configuring intelligent routing

  • Défi

    Configuring intelligent routing

    2 Tâches

    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 the Email Manager portal

  • Défi

    Configuring the Email Manager portal

    3 Tâches

    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...

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