Creating Pega GenAI Opportunity Landing Page Coach

You can download the sample System Instructions or prompt to clearly define the role you want the Coach to embody, and to generate responses for the pre-configured questions.

1. In the Pega instance for the challenge, click Launch Pega Infinity to log in to the Sales Automation application:
   1. In the User name field, enter SalesSampleAdmin.
   2. In the Password field, enter rules.
2. Switch to Dev Studio, and then in the header of Dev Studio, click Create > Generative AI > GenAI Coach.
   
3. In the Label field, enter the name of the Coach as Opportunity Landing page Coach.
4. In the Context section, enter the following details:
   1. In the Save to Branch field, select No branch. Ensure that you selected the Sales Automation application.
   2. In the Apply to field, enter the class as Data-Portal.
   3. In the Add to ruleset field, select the SAPlusC11n Ruleset and the 08-24-52 version.
5. Click Create and Open.
   

1. On the Definition tab, in the System Instructions field, enter a definition that summarizes the role that you want the Pega GenAI Coach to assume, as well as the prompt responses to the questions.
   You can download the sample System Instructions or prompt to clearly define the role you want the Coach to embody, and to generate responses for the pre-configured questions.
2. In the Starter Question section, in the Question field, enter an initial question that Coach asks as soon as it is launched. For example, Which opportunities in my territory have seen the most significant changes recently?
3. In the Additional Instructions field, enter some relevant text: Analyze [Opportunity Details], [Opportunity Contacts],[Tasks & Activities] and [Engagement Details] to answer this question.

4. In the Quick-Select Question section, enter questions and their additional instructions that you can choose at any time during the interaction with the Coach, as follows:

   Question	Additional Instructions
   Which opportunities are at risk of closing?	Analyze [Opportunity Details], [Opportunity Contacts],[Tasks & Activities] and [Engagement Details] to answer this question
   Which deals have gone stagnant and what can I do to re-engage the prospects?	Analyze [Opportunity Details], [Opportunity Contacts],[Tasks & Activities] and [Engagement Details] to answer this question

1. On the Data sources tab, click Add data page to add a data source.
2. In the Name field, enter the name for the data source as Opportunities interactions details.
3. In the Data Page field, enter the name of the Data Page as D_OpportunitiesEngagementDetailsForCoach.
4. In the Apply data transform field, enter the Data Transform that is applied to the Data Page as MapOppInteractionToJSON
5. Click Save.