Creating a Knowledge Buddy

1 Task

10 mins

Pega Knowledge Buddy '24.1

Pega Knowledge Buddy '25 Pega Knowledge Buddy '24.2

Visible to: All users Applies to: Pega Knowledge Buddy '24.1

Beginner

English

Scenario

As a Knowledge Buddy manager, you are tasked with creating a new Buddy for Pega Academy users. The Buddy should be able to answer any question it receives from a student and use a concise but friendly tone to compose answers. This Buddy should be available to all users.

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

Role	User name	Password
Knowledge Buddy Manager	KBAppBuddyManager	rules

Your assignment consists of the following tasks:

Task 1: Create a Knowledge Buddy

In the Pega Knowledge Buddy portal, create a Knowledge Buddy that uses the documentation_customer_service and academy_customer_service data sources. Use the default access types and prompt.

 

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

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

• Log In

Challenge Walkthrough

Detailed Tasks

1 Create a Knowledge Buddy

1. On the exercise system landing page, click Pega Infinity to log in as a Buddy Manager:
   1. In the User name field, enter KBAppBuddyManager.
   2. In the Password field, enter rules.
2. In the navigation pane of Pega Knowledge Buddy, click Create > Knowledge Buddy.
   
3. In the Name field, enter EnablementBuddy.
4. In the Description field, enter Test Buddy for Pega Academy, and then click Submit.
   
5. In the Configure security Step, click Submit.
6. In the Configure prompt Step, in the Information variables table, in the SEARCHRESULTS row, click Actions > Edit.
   
7. In the Data sources list, select the documentation_customer_service and academy_customer_service checkboxes, and then click Submit.
   
8. Click Submit to close the Configure prompt Step.
9. In the lower-right corner of Pega Knowledge Buddy, click the Chats icon.
10. In the EnablementBuddy pane, enter What is Pega Academy? and then press the Enter key.
    Observe whether the Buddy provides an expected answer.
    Note: Because of the nature of generative AI, content generated by a Knowledge Buddy might vary, and its answer might not be identical to the answer shown in the walkthrough video.
    

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This Challenge is to practice what you learned in the following Modules:

• Pega Knowledge Buddy overview v1
• Pega GenAI in Pega Customer Service v2
• Pega Knowledge Buddy overview v2
• Pega Knowledge Buddy overview v3
• Pega GenAI in Pega Customer Service v3
• Pega Knowledge Buddy overview v4

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Available in the following missions:

• Pega Knowledge Buddy v1
• Innovation with Pega GenAI v2