
Creating a Knowledge Buddy
1 Task
10 mins
Beginner
Pega Knowledge Buddy '24.1
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.
Challenge Walkthrough
Detailed Tasks
1 Create a Knowledge Buddy
- On the exercise system landing page, click Pega Infinity to log in as a Buddy Manager:
- In the User name field, enter KBAppBuddyManager.
- In the Password field, enter rules.
- In the navigation pane of Pega Knowledge Buddy, click Create > Knowledge Buddy.
- In the Name field, enter EnablementBuddy.
- In the Description field, enter Test Buddy for Pega Academy, and then click Submit.
- In the Configure security Step, click Submit.
- In the Configure prompt Step, in the Information variables table, in the SEARCHRESULTS row, click Actions > Edit.
- In the Data sources list, select the documentation_customer_service and academy_customer_service checkboxes, and then click Submit.
- Click Submit to close the Configure prompt Step.
- In the lower-right corner of Pega Knowledge Buddy, click the Chats icon.
- 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.
Confirm your work
- In the bottom right hand corner of the screen, click the speech bubble.
- Use the dialog box to ask the Buddy a series of questions and observe if it provides a correct answer. The following is a list of suggested questions:
- What is Pega?
- What is Pega Academy?
- What is Pega Knowledge?
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
Available in the following missions:
If you are having problems with your training, please review the Pega Academy Support FAQs.
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