Table of Contents

Triaging incoming emails


Only available versions of this content are shown in the dropdown

By manually triaging emails for the Pega Email Bot™, customer service representatives (CSRs) and other operators, such as managers, can work through multiple emails in the context of their application to address and resolve customer issues faster and more efficiently. Case workers triage emails in the Case Manager, Case Worker, or Email Manager portal.

For example, if a customer emails a request for a car insurance quote, a CSR can immediately spin off a business case related to the car insurance topic, and reply to the user by email, before then resolving the triage case.

Email triage is the process of routing incoming emails to a user or to a work queue, directly creating a business case to handle the email, or taking actions in other ways to help address issues reported in the email. For more information, see Understanding the email triage process.

Did you find this content helpful?

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.