Configuring intelligent email routing

To save time and ensure a quicker resolution of cases, configure your Pega Email Bot to react to user requests and automatically respond to emails. By creating conditions for intelligent email routing, the system can then automatically convert the email content to a new interaction case for a user, add the email to a work queue, create a top-level case in an application, or send an automatic reply. For example, when a customer email about a problem with a credit card transaction arrives, the email bot automatically routes the email to an operator, and creates a top-level case to help track the issue.

Before you begin: Define Email channel behavior for the email bot. For more information, see Defining Email channel behavior.

Select the routing processing mode so that the system triggers only the first action or every create case and automatic reply action in the list with matching conditions.
For more information, see Selecting the routing processing mode.
Set up multiple ways for your email bot to respond to emails:
- Add a routing condition based on email header information.
  For more information, see Adding a routing condition based on email header content.
- Add a routing condition based on natural language processing (NLP) text analysis of the email.
  For more information, see Adding a routing condition based on NLP text analysis.
- Add a routing condition based on a when rule.
  For more information, see Adding a routing condition based on a when rule.
Each routing condition specifies a single way that the email bot automatically responds to an email. If the email content does not match any of the routing conditions, you can also specify how the system responds.
Verify that the intelligent email routing works as expected.
For more information, see Testing email routing conditions.

What to do next: Train the model for the email bot using sample data. For more information, see Training data for the Email channel.