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Routing email based on content

The Discover phase and your MLP

  • Module

    The Discover phase and your MLP

    12 Rubriques

    1h 55 mins

    Visible to: All users
  • Discover is the first phase within the Pega Express™ delivery approach, based on design thinking. Design thinking plays a key role and helps your team...

The Prepare phase and project kickoff

  • Module

    The Prepare phase and project kickoff

    7 Rubriques

    1h 15 mins

    Visible to: All users
  • The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...

Training the email bot

Adding a new property to an existing entity

Adding clickstream data to a customer profile

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...

Creating a case completion prediction

  • Défi

    Creating a case completion prediction

    3 Tâches

    15 mins

    Visible to: All users
  • U+ Insurance implements Pega Process AI™ to optimize case automation. The business wants to predict whether an incoming claim has a low probability of...

Creating a case from an email

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