Defining a routing condition
Define a routing condition for an action to setup intelligent email routing so that Pega Email Bot knows how to respond to an email from a user.
- Open an Email channel interface. For more information, see Configuring the Email channel.
- Click the Behavior tab.
- Click +Add condition in the Intelligent routing section.
- In the Action list, click an action to perform when routing the email content: Automatic reply, Create a case, Route to operator, or Route to work queue.
- In the Value field, enter an email template, case name, operator, or work queue.
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Define under which criteria to carry out the action.
- In the first list, click the field to use as the criterion: Header > From (email), Header > From (name), Header > To (email), Header > Subject, NLP > Entities > name, NLP > Topic, NLP > Sentiment, NLP > Language, Condition.
- In the second list, click a comparator, for example: is equal.
- In the last field, enter a value for the criterion to match or not match.
- Optional:
If you selected NLP > Topic in step 6.a,
define the confidence threshold:
- Click the Configure icon next to the field with the topic name criteria to match or not match.
- In the Confidence threshold list, click a comparator, for example: Is greater than.
- In the list, click a value between 0.1 and 1.0.
- Click OK.
- Optional: If you selected NLP > Language in step 6.a, in the list click the name of the language.
- Optional: If you selected Condition in step 6.a, in the field enter or select a when rule
- Optional: Click + and repeat step 6 to define additional criteria of the condition.