Generating Personas using Pega GenAI Autopilot
In Pega Platform™, Personas help developers group the users according to the actions and responsibilities that they assume in a Case Type. Personas define internal and external stakeholders who use the application and Case Types in different ways based on their roles and desired business outcomes.
Pega GenAI™ Autopilot offers a new way to retrieve credible suggestions for application Personas by generating suggestions based on the application name and other application metadata, which ensures that the suggestions are relevant and tailored to the specific application.
Generating a Persona
Autopilot suggests Personas based on the name of the application and other application metadata. You can access the list of Personas that are affiliated with an application by clicking Users in the navigation pane of App Studio, and then selecting User management.
The following figure shows the Autopilot suggestions for Personas associated with the Life Insurance application:
You can select one of the Autopilot suggestions by clicking a suggested Persona name, or you can enter a custom Persona in the New persona Name dialog box.
This example uses the Claims Manager Persona from the Autopilot suggestions, as shown in the following figure:
Autopilot provides a meaningful description of each suggested Persona, which makes it easier for application developers to understand the purpose and function of each suggested Persona.
After the creation of a Persona, you can easily add the Persona to the Case Type in the Personas & Channels section of the Case Life Cycle, as shown in the following figure:
Generating Personas using Pega GenAI Autopilot
The following video shows you how to create a Persona with Pega GenAI Autopilot in Pega Platform:
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