Search
Managing application access
-
Challenge
Managing application access
1 Task
5 mins
-
GoGoRoad product managers want to restrict access to development on the New Vendor Case Type so that only approved roles perform updates. Configure...
Auditing changes to the value of fields
-
Challenge
Auditing changes to the value of fields
1 Task
5 mins
-
HRApps provides payroll setup for employees. For the Payroll Setup Case Type, an employee provides their bank information for direct deposit. When the...
Creating users and roles
-
Challenge
Creating users and roles
4 Tasks
10 mins
-
GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors...
Configuring a coaching tip
-
Challenge
Configuring a coaching tip
2 Tasks
15 mins
-
You are a customer service representative (CSR) manager and have observed that your CSRs are making typos consistently when entering new addresses for...
Configuring a common phrase
-
Challenge
Configuring a common phrase
2 Tasks
15 mins
-
Your company wants to set up a consistent greeting for customer service agents to use when sending emails to customers. The message thanks the...
Configuring intelligent routing
-
Challenge
Configuring intelligent routing
2 Tasks
10 mins
-
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
-
Challenge
Configuring the Email Manager portal
3 Tasks
15 mins
-
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 Pega Email Bot
-
Challenge
Creating a Pega Email Bot
2 Tasks
15 mins
-
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
-
Challenge
Creating an email account
1 Task
10 mins
-
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
-
Challenge
Customizing the user interface for agents
2 Tasks
15 mins
-
You have been asked to make the following changes to the Pega Customer Service user interface, which is displayed when customer service representative...