Integrating a Buddy in Constellation

This topic covers the necessary tasks to add a Pega GenAI Knowledge Buddy™ to a Constellation application. Before you perform these steps, ensure that the Buddy component is added to your application, then verify that the authentication profile and Knowledge Buddy service URL are correctly configured. These are explained in more detail in the Implementation guide at the following link Knowledge Buddy Integration and the topic Integrating a Buddy into a Pega application.

After you complete the prerequisites, perform the steps described in the following sections in order.

Setting up the configuration

You can use the Knowledge Buddy - Widget Configuration Set to customize the parameters of a Buddy's behavior. Confirm that the configuration set setup is correct.

In the navigation pane of App Studio, click Settings > Configurations.
Locate the Knowledge Buddy – Widget Configuration Set.
Optional: If you want to change any configurations, click Edit this setting, apply a change, and then click Submit.

Five configurations are included with the standalone Buddy for both UI KIT and Constellation. These configurations are:

Default Knowledge Buddy: Enter the Buddy name as the default for the Buddy widget to refer to and generate a response. If you leave this blank, the Knowledge Buddy will not produce any response.
Display References: When enabled, displays the references taken by Knowledge Buddy to generate the response for the query asked.
Enable Copy Response: Enables the copy response option for responses generated by Knowledge Buddy. Once enabled, a copy option will appear next to each Buddy response, which users can click to copy the response.
Enable Share Response: Enables the share response option for responses generated by Knowledge Buddy. Once enabled, a Share option will appear next to each Buddy response, allowing users to share the response in email/chat.

Note: You need to enable the Email or Messaging channel enabled on the application and integrate the Share response event by the Buddy. Without this, users will not be able to share a response.

Enable Share Reference: If enabled, the reference in Buddy response will be shared in email/chat when configured, along with the Buddy response.

The configuration set knowledge buddy - widget

Setting up the UI

You can add the Knowledge Buddy widget to any landing page or Case page. Add the Constellation React widget.

In Dev Studio, ensure the ConstellationPegaStaticURL dynamic system setting uses the https://cs-cdn.constellation.pega.io/prod URL, as shown in the following figure:
Open the View Rule in the implementation layer where you want to add the Knowledge Buddy widget
In this example, you are adding the Knowledge Buddy to the My dashboard landing page of the Interaction Portal from the Customer Service - Constellation application.
Click Add, and then in the list, click Widgets > Knowledge Buddy.
In the Configure widget: Knowledge Buddy window, fill in the appropriate parameter values for the Buddy widget:
1. In the Context type list, select where you want to embed the Knowledge Buddy widget:
  - To use a landing page, select Page.
  - To use a specific Case Type, select Case.
2. Optional: To apply a custom name, in the Context name field, enter a label.
  Note: If the Context Type is Page, the context passes the page name.
3. Optional: To enter a custom Case name, in the Case ID field, enter a Case name.
  Note: If the Context Type is Case, the context passes the pyID of the Case.