Creating a Knowledge Buddy

1 Tâche

10 mins

Pega Knowledge Buddy '25

Pega Knowledge Buddy '24.2 Pega Knowledge Buddy '24.1

Visible par : All users Applies to: Pega Knowledge Buddy '25

Débutant

Anglais

Scénario

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 and the GPT-4o-mini model. Use the default access types and prompt.

 

Vous devez initier votre votre propre instance Pega pour compléter ce Défi.

L'initialisation peut prendre jusqu'à 5 minutes, donc soyez patient.

• Se connecter

Présentation du défi

Détail des tâches

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 PegaAcademy and Policies, then click Submit.
   
9. In the GenAI model list, select GPT-4o-mini.
   Note: Your practice environment currently only supports the GPT-4o-mini GenAI model. If you choose a different model you will encounter an error when you as Knowledge Buddy a question.

10. Click Submit to close the Configure prompt Step.
11. In the lower-right corner of Pega Knowledge Buddy, click the EnablementBuddy icon.
    
12. 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.
    

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Ce défi vise à appliquer ce que vous avez appris dans le Module suivant :

• Pega GenAI in Pega Customer Service v4

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Disponible dans les missions suivantes :

• Pega Customer Service Foundation v9
• Pega Knowledge Buddy v3
• Innovation with Pega GenAI v4