Configuring a chatbot with web messaging

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.

1. In the Pega instance for the challenge, click Launch Pega Infinity to log in to App Studio:
   1. In the User name field, enter CSAppAdmin.
   2. In the Password field, enter password123!.
2. In the navigation pane of App Studio, click Control Panel.
3. Click the Case Types tile, and then to the right of Case Types, click Continue.
4. Click the Make payment to open the service case.
5. On the Workflow tab of the case, on the Initiate stage, click the More icon.
6. Click Add create process > Digital Messaging.
   

A parallel process for digital messaging is added to the workflow.

1. In the case life cycle, click the Flow icon to configure the parallel process.
   
2. On the flow, click the Add icon to expand the Digital Messaging step.
   
3. On the canvas, right-click, and then select Add > Conversation and then click the Ask a Question shape to add a question to the flow.
   
4. Select the new question shape and click Configure view to configure the conversation.
   
5. In the Question type field, select Open ended.
6. In the Message text field, enter the following message: Hi! To proceed with your payment, can you please provide your account number or customer ID?
7. Click Submit.
8. On the canvas, connect the configured question to the flow as shown in the following figure:
   

1. On the canvas, right-click, and then select Add > Conversation to build the conversation for the following list of questions:

   Conversation	Question type	Message text
   Ask a question	Buttons	Which type of payment method would you like to use: Credit Card Debit Card UPI
   Ask a question	Open ended	How much is the total amount you would like to pay today?
   Ask a question	Yes or No	Do you want to set up automatic payments for future transactions? Yes No
   Send a message	Yes	Now, you have enrolled in automatic bill pay. The payment has been made successfully. You should receive an email confirmation shortly with the details of the transaction.
   Send a message	No	Thank you for the information! The payment has been made successfully. You should receive an email confirmation shortly with the details of the transaction.

When complete, the flow looks like the following figure:

2. Click Save to update the case type, and then click Initiate_BotAgent to go back to the parallel flow.
3. On the canvas, right-click, and then select Add > Automations > Change to a stage.
4. In the Stage list, select Resolve.
5. Connect the Digital Messaging step to the Change to a stage step, and then end the process.
   
6. Save the changes, and then click Stages & steps to go back to the Case Life Cycle.
7. Click Save.
8. In the header of App Studio, expand the Studio Selector and then change to Dev Studio.
9. Click App explorer.
10. Search for the Edu-CSApp-Work-Service class, and then expand MakePayment > Decision> When > Initiate_Is_BotAgent.
11. In the Set conditions section, update the When condition to Active channel is equal to cxDigitalMessaging, and then Save.
    

Now that you have successfully configured the parallel process for the digital messaging channel, you must add the parallel process to your channel.