Creating data sources in the Pega GenAI Knowledge Buddy

This demo will show you how to create data sources in the Pega Knowledge Buddy.

Myco, a telecommunications company, utilizes Pega Knowledge Buddy™ to provide quick, accurate, and consistent answers to its customer questions.

The company's initial objective is to create a data source and push textual-based content into it for one of its trusted customers, Reliance Industries Limited. This enables Knowledge Buddy to use the data source for providing personalized answers to customer queries. Additionally, the company aims to grant viewing access to all its users, for easy retrieval of information from the data source.

To implement the business scenario, in the navigation pane of the Pega Knowledge Buddy Portal, click Data Source. At the top right of the portal, click Create data source.

Individuals with the access role of KnowledgeBuddy:Admin or KnowledgeBuddy:DataSourceManager have the authority to create new data sources. If users do not have these roles, they cannot create data source in the application.

In the Name field of the Create Data Source dialog box, enter some text to identify the data source. For example, CustomerRelianceIn.

In the Description field, enter some text to describe this data source. For example, A data source for the customer, Reliance Industries Limited.

By default, when creating a data source, the Data source manager is given Manage data source access, and the Knowledge buddy manager role is given with View data source access. Users can modify access roles with certain access types from the Quick Create view of the data source by adding or deleting access roles.

In the Access section, click Add to add one or more access types and roles.

In the Type and Role name lists, select a task that can be performed on the data source and the role name that must be applied to individuals so that they can perform the task.

In this scenario, the company wants to grant all their users the opportunity to view data sources. To do that, select the View data source access type and the Knowledge buddy public role from the Type and Role drop-down lists.

Click Submit.

After creating the data source, ingest some textual-based content using the REST API service, and then incorporate the data source into a Buddy. This enables the Buddy to utilize the ingested content when composing responses to user queries.

If you are creating content types in the Pega Knowledge portal, then those content types create a corresponding data source for Pega Knowledge Buddy with the name Knowledge_ {ContentType ID}. For example, if there is a content type with the name Diagnostics, then the data source corresponding to this would be Knowledge_Diagnostics.

You have reached the end of this demo. You have learned:

• How to create data sources in the Pega Knowledge Buddy.