Setting up an Email channel

To create Pega Email Bot, to help users communicate more efficiently by using email to interact with a Pega Platform application, first set up an Email channel. With an email bot, users can, for example, create a case to inquire about a car price estimate or to book a flight.

  1. In the navigation pane of App Studio, click Channels.
  2. In the Create new channel interface section, click Email.
  3. In the Email channel name field in the Details section, enter a name for your Email channel.
  4. Optional: To explain the purpose for your email bot, in the Description field, enter a short description for the email bot.
  5. In the Additional settings section, select a reference operator for the email bot.
    For more information, see Selecting a reference operator for an Email channel.
  6. Click Save.
What to do next: Add email accounts to the email bot for email handling. For more information, see Adding email accounts for email handling.