Table of Contents

Setting up an Email channel

To create Pega Email Bot, to help users communicate more efficiently by using email to interact with a Pega Platform application, first set up an Email channel. With an email bot, users can, for example, create a case to inquire about a car price estimate or to book a flight.

  1. In the header of Dev Studio, click the name of the application, and then click Channels and interfaces.

  2. In the Create new channel interface section, click Email.

  3. In the Email channel name field in the Details section, enter a name for your Email channel.

  4. Optional:

    To explain the purpose for your email bot, in the Description field, enter a short description for the email bot.

  5. In the Additional settings section, select a reference operator for the email bot.

    For more information, see Selecting a reference operator for an Email channel.

  6. Click Save.

Add email accounts to the email bot for email handling. For more information, see Adding email accounts for email handling.

  • Creating an Email channel

    Create Pega Email Bot so that users can interact with a Pega Platform application to report or solve an issue by using email. With an email bot, you can triage emails to a work queue or create top-level cases based on user requests.

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