Skip to main content

Configuring a Case suggestion

5 Tasks

15 mins

Visible to: All users
Beginner Pega Customer Service 8.7 English
Verify the version tags to ensure you are consuming the intended content or, complete the latest version.


Customers of U+ Bank initiate a chat session with a live CSR and request to make a payment. The expected outcome is that Messaging AI analyzes the conversation, and then suggests the CSR the best Payment case to serve the customer request.

Use the following credentials to log in to the exercise system:

Role User name Password
Self-Service Application Administrator Eduselfserviceadmin rules
Customer Service Representative CACSR password123!

Your assignment consists of the following tasks:

Task 1: Add Payment case type

On the Configuration tab of your Digital Messaging interface, add the Payment case type.

Task 2: Configure text analysis

On the Text analysis tab, add words for the Messaging AI to use to trigger the Payment case.

Task 3: Make a CSR available

Log in to the Interaction Portal as a CSR, and then make the CSR available to service customer requests.

Task 4: Initiate a chat with a CSR

Log in to the U+ Bank website, and then initiate a live chat with a CSR.

Task 5: Confirm your work

On the Interaction Portal, confirm that the Messaging AI analyzes the conversation, and then suggests the Payment case to the CSR to serve the customer request.


You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Challenge Walkthrough

Detailed Tasks

1 Before you begin

If you have requested a new Pega instance, ensure that you complete the Creating a Digital Messaging interface challenge before you continue to the next task.

2 Add Payment case type

  1. Log in as a system architect with User name Eduselfserviceadmin and Password rules.
  2. In the navigation pane of App Studio, click Channels to open the Retail bank Digital Messaging interface.
  3. On the Configuration tab of the Digital Messaging interface, in the Content section, click Add case type to add the Payment case type.
  4. Configure the Response section for the case type by entering the following information:
    1. Case typeMake Payment
    2. Create case command: Payment
    3. Can be suggested by: Chatbot to user OR AI to agent
      Reponse configuration

3 Configure text analysis

  1. Click the Text analysis section.
  2. In the Approximate match field, enter the words that can trigger the case suggestion, such as payment, makedue.
  3. Click Submit to update the configuration.
  4. In the upper-right corner, click Save to save your updates.
    text analysis

4 Make a CSR available

  1. Log in to the Interaction Portal, using the User name CACSR and the Password rules.
  2. In the header, click the Chat icon to make the CSR available.
  3. Click Manage queues, and then select the queues to receive requests from customers.
    Manage queues
  4. Click Save to make the CSR join the queues.
  5. Click Make me available to enable the CSR availability for a live conversation with customers.

5 Initiate a chat with a CSR

  1. On the Pega Enablement tab, select U+ Bank to open the U+ Bank website.
  2. Click the chat icon to open the chat widget.
  3. Start a conversation by entering Live person in the chat window to connect with a live CSR.
Note: You can also enter Help, chat with agent, human, real person to connect with a live CSR.
  1. Select the I have a billing questions option, and then proceed to initiate a chat with a live CSR.
    Initial conversation
  2. Accept the call to make a payment.

Confirm your work

  1. Confirm that the Messaging AI analyzes the conversation, and then suggests the Payment case to the CSR by using the following the conversation:

    CSR: Thank you for contacting U+ Bank. Can you please provide your name and account number?

    Customer: Sure. My name is John Brown, and the account number is 123456.

    The CSR searches for the account number, and then identifies the name associated with the account number.
  2.  After finding the customer record with the given account number and the name, the CSR selects the record, and then clicks Submit.
    customer record
  3. The conversation continues:

    CSR: How can I help you today, Mr. Brown?

    John Brown: Hi, I would like to make a Premium bill for my account.

    CSR: Sure. Let me help you with that. 
    Suggested Payment case
    Messaging AI detects the context, and then suggests the Make payment service case in the Intelligent Guidance section of the Interaction Portal. The CSR clicks the suggested case to process the customer request.

Available in the following mission:

If you are having problems with your training, please review the Pega Academy Support FAQs.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega Academy has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice