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Email Manager portal
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Module
Email Manager portal
6 Topics
55 mins
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The Email Manager portal facilitates the manual processing of emails that do not meet any of the intelligent routing criteria and necessitate triage...
Initiating a call from a messaging interaction
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Module
Initiating a call from a messaging interaction
1 Topic
10 mins
Pega Customer Service 8.8 -
Customer service representatives (CSRs) resolve customer queries by initiating calls during chat interactions. When a customer becomes unavailable to...
Intelligent routing
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Module
Intelligent routing
4 Topics
1 hr
Pega Platform 8.8 -
Pega Email Bot™ can detect the topic or sentiment of an email and route the email to the appropriate operator or queue. Intelligent routing allows the...
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...
Pega Support
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Module
Pega Support
2 Topics
25 mins
Pega Cloud for Government -
Learn the basics of Pega Support and change management, including Scheduled Maintenance Windows, patches, updates, and the purpose of the Pega Change...
Routing email based on content
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Module
Routing email based on content
3 Topics
25 mins
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Pega Email Bot can detect the topic or sentiment of an email and route the email to the appropriate operator or queue. Intelligent routing allows the...
Setting chat and messaging behavior
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Module
Setting chat and messaging behavior
4 Topics
35 mins
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Chat and messaging configuration options define the properties for all the individual channels that support conversations between customer service...
Training the email bot
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Module
Training the email bot
2 Topics
20 mins
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Pega Email Bot uses natural language processing (NLP) to analyze and learn from patterns of conversation between customer service representatives...
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 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...