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Integrating a Buddy into a Pega application

You can enable a Pega GenAI Knowledge Buddy™ in any Pega application by adding the KnowledgeBuddyGadget application component. This component offers out-of-the-box integration infrastructures, configuration, and UI widgets for quick integration of a Pega Knowledge Buddy in your application. Ensure you follow the steps described in this topic before consulting the other topics in the Knowledge Buddy integration module that explain the specifics of integrating a Buddy in a UI Kit or Constellation application.

Pega Customer Servier™, Pega Sales Automation™ and Pega Knowledge™ include built in Knowledge Buddy integration but require additional configuration. If you are using Pega Knowledge, the PegaKnowledgeGadget component provides a Knowledge Widget that has a Knowledge Buddy integration. Please note that while in release '25 of these applications you can add the PegaKnowledgeBuddy Widget to your application, this widget will be deprecated in future releases.

Note: The steps in the following sections assume you successfully completed the installation and setup process for Pega Knowledge Buddy. For more information about this process, click the following link Pega GenAI Knowledge Buddy Installation guide.

Adding the Knowledge component to your application

  1. In the header of Dev Studio, click Application > Definition.
    the application definition button
  2. In the Enabled components section, click Add component.
  3. In the Component field, add PegaKnowledgeGadget
  4. In the Version field, add the appropriate version.
    the enabled components section and the add component button
  5. Click Save.
    Note: With the PegaKnowledgeGadget component added to your application, you can utilize all KnowledgeBuddy features without the need to add the PegaKnowledgeBuddy gadget separately.

Updating the Dynamic System Settings

Ensure that two dynamic system settings (DSS), ConstellationPegaStaticURL and KnowledgeBuddySvcURL, are properly configured before you can use Knowledge Buddy in the Knowledge widget. Navigate to Dynamic System Settings in Dev Studio to make this verification.

  1. In the navigation pane of Dev Studio, click Records.
  2. Expand SysAdmin, and then click Dynamic System Settings.
  3. Search for and then open ConstellationPegaStaticURL.
    Note: You can also use the filter function in the Setting purpose column to find the dynamic system setting.
  1. In the Value field, enter https://release.constellation.pega.io/cs, and then click Save.
    The ConstellationPegaStaticURL dynamic system setting
  2. Search for and then open KnowledgeBuddySvcURL,
  3. Update the Value field to the endpoint URL, such as https://{Sample URL}/prweb, and then click Save.
    The KnowledgeBuddySvcURL dynamic system setting

Updating the Authentication profile

For a Buddy to answer questions, the Authentication profile must use the correct configurations.

  1. In the Pega Knowledge Buddy application, in the navigation pane of Dev Studio, click Records > Security > OAuth 2.0 Client registration.
  2. Search for and then open KnowledgeBuddy_OAuth_EndUser.
  3. Click Regenerate client secret > Regenerate, and then click View and download.
  4. Click Save.
  5. In the application where you added the Buddy gadget, in the navigation pane of Dev Studio, click Records > Security > Authentication profile.
  6. Click KnowledgeBuddy_OAuth_EndUser.
  7. Ensure that the Client Identifier, Client Secret, and Endpoint Configuration use the keys you generated in step 3.
  8. Click Save.
    Note: For more information, see Setting up OAuth authentication.

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