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Configuring Rule resolution
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Challenge
Configuring Rule resolution
2 Tasks
25 mins
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Human Resources (HR) business partners create benefits enrollment and employee evaluation Cases on behalf of TGB employees. To ensure that they create...
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...
Creating a case from an email
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Challenge
Creating a case from an email
4 Tasks
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 Pega Email Bot
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Challenge
Creating a Pega Email Bot
2 Tasks
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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Challenge
Creating an email account
1 Task
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...
Designating a relevant record
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Challenge
Designating a relevant record
6 Tasks
30 mins
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The Human Resources (HR) department wants to allow HR business partners to update the start date for an employee while the onboarding case is open. If...
Queuing a task for background processing
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Challenge
Queuing a task for background processing
1 Task
30 mins
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To reduce errors and complaints with payroll processing, the Human Resources department allows employees of TGB to enroll in direct deposit. When...
Routing email based on content
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Challenge
Routing email based on content
4 Tasks
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...
Suggesting a reply based on email content
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Challenge
Suggesting a reply based on email content
4 Tasks
15 mins
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Your team asks you to update the Pega Customer Service™ email channel. The team wants to add a suggested reply for when a customer sends an email and...