Creating a Knowledge Buddy

1 Task

10 mins

Pega Knowledge Buddy 24.2

Pega Knowledge Buddy '24.1

Visible to: All users

Beginner

Pega Knowledge Buddy 24.2

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	BuddyManager	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 Knowledge data collection. 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 BuddyManager.
   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 Contextual data definitions table, in the SEARCHRESULTS row, click Actions > Edit.

 

 

7. In the Collection list, select knowledge.
8. In the Data sources list, select Knowledge_authored and then click Submit.

9. Click Submit to close the Configure prompt Step.
10. In the lower-right corner of Pega Knowledge Buddy, click the Chats icon.
11. In the EnablementBuddy Playground pane, enter What are best practices in a contact center? and then click the Ask.
    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

1. In the bottom right hand corner of the screen, click the speech bubble.
2. 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 are the benefits of keeping an updated account address?
   • What is GDPR?
   • How do I open a new account at U+bank?

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Available in the following missions:

• Pega Knowledge Buddy v2
• Innovation with Pega GenAI v3