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Digital Messaging overview

Digital messaging includes web messaging (website-embedded chat), and private and public channels. The digital messaging service supports private channels such as Apple Business Chat (ABC), Facebook Messenger, SMS/MMS (Twilio), Twitter direct messages, WhatsApp, and public channels, including Facebook public posts and Twitter public tweets. Web Messaging is synchronous and allows real-time conversation. The private and public channels offer synchronous and asynchronous communication.

You create or build a single digital messaging channel to ensure that users can interact with your application through multiple social messaging platforms as Pega Intelligent Virtual Assistant (IVA). The digital messaging channel is quick to create and configure, giving the user a completely new experience. Also, the digital messaging channel makes maintenance of the conversational capability of an IVA much easier by providing users with a channel for communicating with Pega IVA and, indirectly, with the application through a simple question and answer form.

Expose your essential business services to users through a chatbot on multiple messaging platforms by defining a single Pega IVA for digital messaging. As a result, you provide users additional ways to communicate with your application, which improves the overall user experience. For example, you can create an IVA for a travel agency application. As a result, customers can instantly book a flight by interacting with your chatbot on Apple Business Chat, Facebook Messenger, Twitter, and other messaging platforms.

Chatbot defined

Pega Customer Service™ chatbots act as the primary point of contact for all text-based interactions.

A chatbot allows your customers to enter questions or requests in a chat window (which is accessible from a customer-facing web page) and then receive answers and guidance.

In a live chat session, the customer interacts with a customer service agent. In a chatbot session, the chatbot responds to a customer request by walking the customer through a set of questions. The chatbot gathers the required information and completes the service request. The chatbot offloads work from customer service agents so they can spend time on more complex tasks.

Chatbot use cases

A chatbot is effective in service cases that follow a consistent pattern and generally do not require agent assistance. Requests for current account balance, previous month balance, next payment due, or account statement are good candidates for a chatbot.

You can also configure multiple-step processes such as opening an account, changing an address, and making a payment.

By automating these case types, an organization can provide always-available services.

If a chatbot cannot complete a case, users can escalate an interaction through chat to an appropriate queue. An agent can access the transcript of the partially completed case and continue the interaction with the customer.

Supported messaging platforms

By defining Pega Platform™ settings in the Digital Messaging Manager, you can create a digital messaging channel for the following messaging platforms:

 Apple Business Chat

Apple Business Chat

Send text messages in the Apple Messages app to connect with organizations, ask questions, schedule appointments, and make purchases.



Send text messages in the Facebook Messenger app. 

SMS/MMS (Twilio)


Send text messages (SMS) or Multimedia Messaging Service (MMS) messages using the Twilio communications platform. 



Send text messages using the Twitter app. 

Web Messaging

Web Messaging

Send text messages in an embedded widget on a web page. 



Send text messages in the WhatsApp Messenger app.

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