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. In the Name field, enter a name for your Buddy.
3. In the Description field, enter a description for your Buddy.
4. Click Submit.
5. On the Configure security screen, click Add, then use the Type and Role name dropdowns to configure which users can access the Buddy.
   
6. Click Submit.
7. 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.
   Note: 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.
   

8. In the Contextual data definitions table, to the right of SEARCHRESULTS, click the three dots, then click Edit.
   
9. 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.
   Note: 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.
   

10. Click Submit, then Submit again.
11. Optional: you can click Save for later to edit this Buddy at a later date without finalizing the creation process.

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.