Building Solutions with AI Assistant
1 Tarefa
20 min
Pega Platform '26
Beginner
Artificial Intelligence
Generative AI
Inglês
Scenario
U+ Hotels uses the AI Assistant feature to accelerate application development in the Travel Management Customer Support (TMCS) application.
The Refund Processing Case Type includes multiple Assignments where agents capture and review information throughout the refund lifecycle. Stakeholders want to improve usability by ensuring that each Assignment includes a Notes field to capture additional comments.
Instead of manually creating and updating rules, your Lead System Architect has asked you to use the AI Assistant, which supports the following modes:
- Plan: Generate a step-by-step approach (no rules are run).
- Build: Run changes such as creating or updating rules.
As a Solution Builder, you use these modes appropriately to generate and apply the required updates.
Nota: This challenge has been configured with Single sign-on (SSO) using your Pega Academy credentials. If you are not automatically signed-in to the challenge environment after initializing the instance, you may use the credentials provided.
The following table provides the credentials you may need to complete the challenge:
| Role | User name | Password |
|---|---|---|
| Solution Builder | [email protected] | pega123! |
After completing this challenge, you should be able to:
- Use the AI Assistant in Plan and Build modes.
- Generate rules using natural language prompts.
- Review and validate AI-generated plans before running them.
- Apply updates to Case Views using the AI Assistant.
Detailed Tasks
1 Building Solutions with AI Assistant
Use the technical documentation linked in the Journey map above to complete the assigned tasks. The technical documentation might have more information than you need to complete the tasks.
Acceptance criteria
Task 1: Use the AI Assistant to create fields and update views
- For each of the following Assignments in the Refund Processing Case Type, a Notes field is created:
- Receive Request
- Review Eligibility Details
- Request Refund Approval
- Capture Denial Reason
- The Notes field is of type Text (paragraph).
- The Notes field is specific to each Assignment, and is not reused as a single field across all steps.
- The Notes field is added to the above Views in the Refund Processing Case Type.
- The updates are generated using the AI Assistant by:
- Using Plan mode to review the proposed changes.
- Using Build mode to apply the changes.
Task 2: Update the Details View using the AI Assistant
- In the Refund Processing Case Type, the Details View is updated using the AI Assistant.
- The Details View includes the Notes fields created in Task 1 for the following Assignments:
- Receive Request
- Review Eligibility Details
- Request Refund Approval
- Capture Denial Reason
- The Details View provides a consolidated view of all Notes captured across the refund lifecycle.
Dica: Use the acceptance criteria provided above as input for the AI Assistant to build the solution.
Directions
- Open the Refund Processing Case Type.
- Launch the AI Assistant.
- Select Pega as AI Provider.
- Use Plan mode to review the proposed updates.
- Use Build mode to apply the changes.
- Validate that the Notes fields are created and visible in each Assignment View.
- Verify that all Notes fields are visible in the Details View.
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