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Defining opportunities

Updated on May 5, 2021

Define the minimum annualized savings amount and default hourly rate that Pega Workforce Intelligence uses to select and rank opportunities for further evaluation.

You can also use this option to set up the criteria the system uses to define the following types of opportunities:

  • An opportunity to automatically generate notes
  • The excessive use of instant messaging
  • The excessive use of the knowledge base

Note: You do not have to define criteria for the other types of opportunities. You only have to associate them with an application, webpage, or screen. For more information, see Assigning opportunity and workflow tags.

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