Creating an Email channel

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.

  1. Set up an Email channel.
    For more information, see Setting up an Email channel.
  2. 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.
  3. Select a reference operator for the email bot.
  4. Optional: To enhance how information is presented in emails and triage cases, enable rich HTML text for the email bot.
    For more information, see Enabling rich HTML text in emails.
  5. Select the languages in which users can interact with an email bot.
    For more information, see Selecting languages for an Email channel.
What to do next: Define Email channel behavior for the email bot. For more information, see Defining Email channel behavior.