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Configuring cascading approvals with an authority matrix

Configuring chat queues

Configuring chat routing

  • Challenge

    Configuring chat routing

    3 Tasks

    5 mins

    Visible to: All users
  • U+ Bank is implementing Digital Messaging. The bank has created chat queues for General, Billing, and Technical questions. U+ Bank asks you to set up...

Configuring coexistence of a Theme UI Kit service request

  • Challenge

    Configuring coexistence of a Theme UI Kit service request

    7 Tasks

    5 mins

    Visible to: All users
  • A new regional branch of U+Bank uses a Constellation-based Pega Customer Service™ application. To streamline their operations, they want to quickly...

Configuring common phrases for agents

Configuring intelligent routing

  • Challenge

    Configuring intelligent routing

    2 Tasks

    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 organization structure

  • Challenge

    Configuring organization structure

    6 Tasks

    15 mins

    Visible to: All users
  • For the next phase of the challenge, you configure a basic organizational structure for the MyTown application within Pega Robot Manager™. MyTown has...

Configuring payment plans

  • Challenge

    Configuring payment plans

    2 Tasks

    10 mins

    Pega Customer Service 8.8 Visible to: All users
  • U+Bank wants its CSRs to offer a new payment plan to customers who are in collections. The payment plan consists of four equal payments made over one...

Configuring payment reminders

  • Challenge

    Configuring payment reminders

    4 Tasks

    20 mins

    Pega Customer Service 8.8 Visible to: All users
  • U+Bank is implementing an automated payment reminder system using Pega Collections™. The objective is to send timely reminders to customers who have...

Configuring Pega Robot Manager

  • Challenge

    Configuring Pega Robot Manager

    4 Tasks

    30 mins

    Visible to: All users
  • MyTown wants to assign and manage automation execution for Inquiries and Service Requests case types using a Pega Robot Manager™ application. The...

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