Pre-fill from Pega Customer Engagement Suite Bot

Pega's customer engagement platform integrates customer analytics and business rules in real time, building deeper connections with customers. Pega customer engagement suite. You can now create an archival policy to move inactive cases from Pega Cloud to secondary storage. Pega customer engagement.

Try automation, it’s free!

Pega's customer engagement platform integrates customer analytics and business rules in real time, building deeper connections with customers. Pega customer engagement suite. You can now create an archival policy to move inactive cases from Pega Cloud to secondary storage. Pega customer engagement.

Try automation, it’s free!
Please note: Pre-fill from Pega Customer Engagement Suite Bot is not available yet.

This integration is still in development and will be added as soon as possible. Contact us for more status updates.

Meanwhile, you can automate your Flows using 100+ no-code Bots currently available in airSlate.

airSlate is a all natural platform that connects people and their business processes via RPA and DPA methods

airSlate is a all natural platform that connects people and their business processes via RPA and DPA methods. Its impressive automation Bots, like the Pre-fill from Pega Customer Engagement Suite Bot, involves teams and makes them more collaborative, and more on top of their job. Try it yourself.
What the Pre-fill from Pega Customer Engagement Suite Bot does
Use the automation Bot to deliver robust functionality that's easy to configure, use, and extend across all channels for document process automation. It automates repetitive tasks that were previously handled by employees, and as a result, reduces human-prone errors. Enhance your workflows with the latest in DPA technology.
When to use the Pre-fill from Pega Customer Engagement Suite Bot
Use the Bot to create flexible workflows that keep you in control processes, not the other way around. With our automation Bot, connect the business productivity options you already use without the need to code. Organize and automate workflows in a few simple steps.

Get your automated workflows up and running in minutes with the Pre-fill from Pega Customer Engagement Suite Bot. No coding required.

picture-1
Step 1
Install and configure the Bot
Select the Pre-fill from Pega Customer Engagement Suite Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Pre-fill from Pega Customer Engagement Suite Bot to your workflow and start configuring it without coding or APIs.
picture-2
Step 2
Add simple “if-this-then-that” logic
Add conditions that define how and when the Pre-fill from Pega Customer Engagement Suite Bot will run. Conditions can be based on data, dates, names, and user roles. Once the Bot is enabled, run the Flow and observe the Pre-fill from Pega Customer Engagement Suite Bot in action.
texture 1texture 2texture 3

Install Pre-fill from Pega Customer Engagement Suite Bot to automate your workflow

How to use the Pre-fill from Pega Customer Engagement Suite Bot

airSlate will provide everything you need to optimise complex methods inside of a single integrated environment powered by sophisticated automatic Bots. Because of progressive technologies in robotic process automation (RPA) you can with no trouble automate the majority of your business while using the exclusive no-code Pre-fill from Pega Customer Engagement Suite Bot.Pega customer engagement suite.

Give the team anything they deserve and carry out the Pre-fill from Pega Customer Engagement Suite Bot:

  • 1.Enter your account and select a Workplace within the list. Pega customer engagement suite.
  • 2.Set up a Flow with a new Document Flow or utilize a ready-made template.
  • 3. Go to the toolbar in the right-hand corner and select the Pre-fill from Pega Customer Engagement Suite Bot. Pega customer engagement.
  • 4. Select Settings ->General/Advanced to manage it. Pega customer engagement.
  • 5. Set and establish circumstances that’ll result in the Bot (Recipient/Date/Flow).
  • 6. Click Apply set-up when done.

By spending just 10 minutes of your time configuring the Pre-fill from Pega Customer Engagement Suite Bot, get access to a world of simplified work .Pega customer engagement suite. Integrate with all of the most favorite platforms like Google Drive, DropBox, Salesforce, HubSpot, etc. Enhance the way you automate by getting started now.

How to set up and apply Pre-fill from Pega Customer Engagement Suite Bot into your work-flow

No-code automation signifies a whole new approach in business procedure managing. Now, any company, irrespective of sizing and market, can remove the most repeated and administrative activities. Reduce fees, save time, and raise productivity. Get rid of the superstition that you desire big money or numerous years of coding expertise to systemize processes. With airSlate, almost everything is easier. The all-in-1 program permits you to carry out any work-flow when Bots take over guide tasks. Make the most of processes that run live without the need of man assistance and really feel comfortable realizing files and data files are being directed involving systems and end users around the clock.
See how effortless it is to apply the Pre-fill from Pega Customer Engagement Suite Bot and apply it into your Flow straight forward:
  1. Log on in your account. In the event you don't have 1 however, create an account 1.
  2. Begin configuring your Flow or create a fresh one.
  3. Go to the Bots segment and judge the Pre-fill from Pega Customer Engagement Suite Bot from your dropdown listing.
  4. Guide out fields and modify the configurations in your desired goals.
  5. Establish performance situations to specify when you really need the Bot to act.
  6. Make the most of Superior configurations to protect specific specifications without the need of making use of more instruments and solutions.
  7. Just click Utilize set-up and go on to the exam operate.
  8. Produce a Flow and deliver your Flow.
Additionally, you may monitor the path associated with a papers in click throughs. Have a look at your Flow configurations and appearance the Bots sign to make sure that your Pre-fill from Pega Customer Engagement Suite Bot is operating. airSlate offers each Flow with obvious managing, to help you make it updated without the need of sophisticated skills in RPA technology. If you're prepared to enhance the whole composition of your enterprise, airSlate is actually a intelligent decision. Get going nowadays!
Illustration for How to Guide section