Creating a Buddy

Creating a Knowledge Buddy is a simple process you can perform from the Pega Knowledge Buddy portal. You can later change any Buddy you create. Follow these steps to create a Buddy:

1. In the navigation pane of Pega Knowledge Buddy, click Create>Knowledge Buddy.
2. Enter the details of the knowledge Buddy you want to create:
   1. In the Name field, enter a name for your Buddy.
   2. In the Description field, enter a description for your Buddy.
   3. In the Response style section, select Non-conversational.
      補足： If you have not completed the prerequisite set-up for conversational knowledge Buddies, the Response style section will not be visible.

3. Click Submit.
4. On the Configure security screen, click Add, then use the Type and Role name dropdowns to configure which users can access the Buddy.
   
5. Click Submit.
6. In the Instructions field, configure the Prompt. When you create a Buddy for the first time, the Instructions field will be populated with a prompt suggestion. Adjust this prompt to fit the business needs for the specific Knowledge Buddy you are creating.
   補足： Only a prompt that accurately conveys the actions and results you want will create relevant results. You want prompts to be as accurate as possible.
   

7. In the Contextual data definitions table, to the right of SEARCHRESULTS, click the three dots, then click Edit.
   
8. Use the Data collection, Data sources and Response Attributes lists to add data collections, data sources and response attributes as needed for the specific Buddy you are creating.
   補足： Each collection contains a set of Data Sources. Data Sources represent the knowledge repository the Buddy looks through when it composes an answer to a user query. When you create a knowledge article, the content type of the article corresponds to a data source, and creating new content types in Pega Knowledge creates a corresponding data source for Pega Knowledge Buddy.
   Response attributes represent additional information that you want the Knowledge Buddy to include with the answer. For example, you might want to request the URL of the article or the title of the article.
   

9. Click Submit.
10. In the genAI model list, select the appropriate genAI model.
    
11. Select the Apply text replacements to user request or Apply auto filtering to user request checkbox if you want to apply text replacements or auto filtering respectively.
    補足： If you select the Apply text replacements to user request checkbox, Knowledge Buddy automatically replaces terms in the user queries with terms defined in Prediction Studio.
    If you select the Apply auto filtering to user request checkbox, Knowledge Buddy automatically applies filters to user requests.
    For more information about replacing terms or applying filters to user requests, see Replace text in user queries and Auto-filter user queries.

12. Click Submit to finalize the Buddy creation process. Optional: you can click Save for later to edit this Buddy at a later date without finalizing the creation process.

You cannot update an existing non-conversational Knowledge Buddy to create a conversational Buddy. If you want to have conversational functionality, you must create a new conversational Knowledge Buddy by following these steps:

1. In the navigation pane of Pega Knowledge Buddy, click Create>Knowledge Buddy.
2. Enter the details of your conversational Buddy:
   1. In the Name field, enter a name for your Buddy.
   2. In the Description field, enter a description for your Buddy.
   3. In the Response style section, select Conversational.
      
3. Click Submit.
4. On the Configure security screen, click Add, then use the Type and Role name dropdowns to configure which users can access the Buddy.
5. Click Submit.
6. In the Instructions field, configure the Prompt. When you create a Buddy for the first time, the Instructions field will be populated with a prompt suggestion. Adjust this prompt to fit the business needs for the specific Knowledge Buddy you are creating.
   補足： The sample prompt present in the system for a conversational style Buddy is different than the one for non-conversational. For more information about the conversational prompt, see Conversational Buddy prompt.

7. In the Contextual data definitions table, to the right of SEARCHRESULTS, click the three dots, then click Edit.
8. Use the Data collection, Data sources and Response Attributes lists to add data collections, data sources and response attributes as needed for the specific Buddy you are creating.
9. Click Submit.
10. In the genAI model list, select the appropriate genAI model.
11. Select the Apply text replacements to user request or Apply auto filtering to user request checkbox if you want to apply text replacements or auto filtering respectively.

Click Submit to finalize the Buddy creation process. Optional: you can click Save for later to edit this Buddy at a later date without finalizing the creation process.

You can use the Preview Buddy answers to test and verify the responses provided by a conversational Buddy. Perform these steps:

1. In the navigation pane of Pega Knowledge Buddy, click Preview Buddy answers.
   
2. In the Buddy Name list, select the Buddy you want to test.
3. In the Write a message field, enter the question you want the conversational Buddy to answer, then click Send.
4. Ask follow-up questions to test the quality of the answers provided by the knowledge buddy.
   
5. Optional: to start a new conversation, click New chat in the upper right corner of the Preview buddy answers page.
6. Optional: to enter full screen mode, click Enter fullscreen in the upper right corner of the Preview buddy answers page.

You need the Knowledge Buddy Manager role in your access group to create or manage Buddies. There are three levels of Buddy security, as defined by the Access Types and the Role associated to them. You can secure each Buddy individually.

1. Manage Knowledge Buddy – you restrict editing access of this specific Buddy to users with this role.
2. View Knowledge Buddy – a Buddy and its associated history is only visible to users with this role.
3. Use Knowledge Buddy – set the role of users allowed to use this Buddy to ask questions. This role does not grant access to the Buddy Portal itself.