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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...

Configuring the Email Manager portal

  • Challenge

    Configuring the Email Manager portal

    3 Tasks

    15 mins

    Visible to: All users
  • 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...

Configuring the overlay application

  • Challenge

    Configuring the overlay application

    3 Tasks

    15 mins

    Visible to: All users
  • The project team at U+ Bank decides that the project is mature enough and ready to move the developed application to higher environments. To...

Contacting hotels

Control the workflow based on business context

Converting a lead to an opportunity

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