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Attaching PDF files to a case
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Challenge
Attaching PDF files to a case
2 Tasks
10 mins
Pega Platform 8.8 -
InsCorp wants to ensure that customers receive an email with a receipt of services, including a breakdown of the services provided. Add two...
Creating Insights for BAs
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Challenge
Creating Insights for BAs
2 Tasks
25 mins
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GoGoRoad stakeholders would like to know the number of Assistance Request Cases that have been requested over the past 30 days. The stakeholders...
Creating a custom business report
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Challenge
Creating a custom business report
4 Tasks
15 mins
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Stakeholders would like to know the number of Cases that have been requested over the past month. You have been asked to define a report to track the...
Configuring a dashboard
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Challenge
Configuring a dashboard
2 Tasks
30 mins
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Stakeholders have seen growth in the use of the Assistance request application. They want to confirm that, even though Cases are increasing, they are...
Setting UseKeys and implementing ASO
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Challenge
Setting UseKeys and implementing ASO
5 Tasks
45 mins
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Based on the business case, users may work with multiple customers simultaneously. Because the CRM application contains customer and account...
Configuring a coaching tip
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Challenge
Configuring a coaching tip
2 Tasks
15 mins
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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
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Challenge
Configuring a common phrase
2 Tasks
15 mins
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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 customer verification
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Challenge
Configuring customer verification
3 Tasks
15 mins
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The business wants to ensure that all customer service representative verify the identity of a customer at the start of an interaction. You have been...
Configuring organization structure
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Challenge
Configuring organization structure
6 Tasks
15 mins
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For the next phase of the challenge, you configure a basic organizational structure for the MyTown application within Pega Robot Manager™. MyTown has...
Configuring Pega Robot Manager
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Challenge
Configuring Pega Robot Manager
4 Tasks
30 mins
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MyTown wants to assign and manage automation execution for Inquiries and Service Requests case types using a Pega Robot Manager™ application. The...