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 to create top-level cases based on user
requests.
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Set up an Email channel.
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Add email accounts for email handling.
You add email accounts to the system so that the email bot can work on the
emails that the users send to the email accounts that you configure. For more
information, see
Adding email accounts for email handling.
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Select a reference operator for the email bot.
- Optional:
To enhance how information is presented in emails and triage cases, enable rich
HTML text for the email bot.
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Select the languages in which users can interact with an email bot.
- Optional:
To override the default language for an Email channel so that it is not
English, set the default language.
- Optional:
To let the email bot analyze text contained in image-based email attachments,
configure and use the Pega Document Processing Service (DPS) component.
- Optional:
To use a third-party text analyzer from Google to analyze text and extract
entities, install the DialogFlow component.
What to do next: Define Email channel behavior for the email bot. For more information, see Defining Email channel behavior.