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Training Pega Email Bot with Pega GenAI

1 Task

10 mins

Pega Platform '26
Visible to: All users Applies to: Pega Platform '26
Beginner
English

Scenario

Your customer, U+ Bank wants to use Pega Email Bot™ to respond to customer problems and speed up business processes seamlessly. As an Email Developer, you are tasked to help train the already built email bot by adding training records to interpret emails and detect the correct information, such as topics and entities.

Use the following table provides the credentials you need to complete the challenge:

Role User name Password
Email Developer Emailadmin password123!

Your assignment consists of the following task:

Task: Train the email bot to understand topics

In the Training data tab of the email bot, click Add records using GenAI to help train the email bot by adding training records to interpret emails.

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

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

Challenge Walkthrough

Detailed Tasks

1 Train the email bot to understand topics

  1. Log in to Infinity Studio as an Email Developer:
    1. In the User name field, enter Emailadmin.
    2. In the Password field, enter password123!.
  2. In the navigation pane of Infinity Studio, click Channels, and then click the Channels Landing Page icon.
    Navigation pane of Infinity Studio
    TheChannels Landing Pageicon
  1. On the Channels landing page, click My Email Bot to update the Channel configuration.
    Email Bot channel
  2. Click the Training data tab.
    Training data tab
  3. To add training records, click Add records using GenAI.
    Add records using GenAI
  4. From Topic list, select the Address Change case and then set the number of records to 5.
  5. Enter the following sample email content:

Hi,

I have a new address. It is 55 Elm Drive, Allston, MA 02134. Can you update my account to reflects this change?

Thanks,

Frederic

The following figure shows the completed dialog:

Generate training data dialog
  1. Click Create record.

Pega GenAI uses the sample data to generate five similar training records and displays the records for your review. You can see the classification details in the right pane.

training record

In the NLP analysis section, the Language model, Topic, and any entities present are displayed on the bottom tile. The training data text is displayed in the upper tile.

  1. Under the Language list, click Select all to select all the records, and then click Mark reviewed to add the records to the queue.
    list of training records
  2. To the right of Add records, click the More icon, and then select Build Model to rebuild the natural language processing (NLP) model.
Build model menu item


If the model build is successful, a message that shows the new F-Score is displayed at the top.

The new F-Score
  1. Click Save.
    Save button


Available in the following mission:

If you are having problems with your training, please review the Pega Academy Support FAQs.

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