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Converting a lead to an opportunity
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Challenge
Converting a lead to an opportunity
2 Tasks
10 mins
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Noah Smith receives a call from Ian Thomas. Ian wants to install a Voice over IP (VoIP) system for his small business. Noah schedules a meeting with...
Converting the class of incoming data
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Challenge
Converting the class of incoming data
4 Tasks
25 mins
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In the Sample application, two entities exist for storing patient data and their corresponding health policy data, where one patient may have multiple...
Creating a basic automation
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Challenge
Creating a basic automation
3 Tasks
20 mins
Pega Robotic Automation 22.1 -
Create a project that logs in to the BankerInsight application, inserts the Customer Number, and searches for a client to display account details.
C...
Creating a business account
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Challenge
Creating a business account
1 Task
5 mins
Pega Sales Automation '24.1 -
Chuck Keffler, who runs a construction company, is interested in security products. After nurturing the lead, sales representative Benjamin Miller...
Creating a case completion prediction
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Challenge
Creating a case completion prediction
3 Tasks
15 mins
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U+ Insurance implements Pega Process AI™ to optimize case automation. The business wants to predict whether an incoming claim has a low probability of...
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 chatbot channel
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Challenge
Creating a chatbot channel
5 Tasks
15 mins
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U+ Air wants to use a chatbot to handle ticket cancellation requests through all relevant channels to reduce the workload of customer service...
Creating a child case
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Challenge
Creating a child case
2 Tasks
10 mins
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InsCorp is launching a roadside assistance service as a coverage option for automobile insurance policies. Configure the Assistance request Case Type...
Creating a child Case for BAs
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Challenge
Creating a child Case for BAs
8 Tasks
30 mins
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The Microjourney® for a GoGoRoad customer includes initiating the request for service, receiving the service, and for certain membership status...
Creating a churn prediction
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Challenge
Creating a churn prediction
2 Tasks
15 mins
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U+ Bank implements Pega Customer Decision Hub™ to personalize the credit card offer a customer is presented on their website. If a customer is...