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Setting up a Knowledge Buddy for an Agentic Email bot

Maximize the potential of your Agentic Email bot by using the features of Pega GenAI Knowledge Buddy™ by referencing a Pega Knowledge Buddy instance. This integration enhances your email bot efficiency in a Pega Customer Service™ application on Constellation, which helps improve the customer experience during the interactions.

Note: For more information, see Pega Knowledge Buddy.

Walkthrough

This topic describes you how to configure and reference a Knowledge Buddy instance to enable intelligent email handling and semantic search features for an Agentic Email bot.

To reference your Knowledge Buddy instance in the pyKnowledgeBuddy tool, in the header of Infinity Studio, search for and open the pyKnowledgeBuddy tool Rule.

header of Infinity Studio

In the pyKnowledgeBuddy Rule, click the Action tab.

Action tab

In the Buddy Name list, select the instance of Knowledge Buddy for your Agentic Email bot. In this example, customer_service_buddy.

Buddy Name list

Click Save as and override the extension of the pyKnowledgeBuddy Rule in your application Ruleset.

Save as button

In the header of Infinity Studio, click the application name, and then click Settings > Configurations.

The header of Infinity Studio

On the Configurations landing page, expand the Knowledge Buddy - Widget configuration set.

Reference your Knowledge Buddy in the Default Knowledge Buddy for queries configuration setting.

Default Knowledge Buddy for queries configuration setting

In the Default Knowledge Buddy for queries row, click the Gear icon.

The Gear icon

In the Configure setting dialog box, in the field next to the Default value list, select Constant, and then enter the name of your Knowledge Buddy instance for your Agentic Email bot. In this example, customer_service_buddy.

Click Submit.

Configure setting dialog box

Reference your Knowledge Buddy in the Default Knowledge Buddy for Semantic search configuration setting.

Default Knowledge Buddy for queries configuration setting

In the Default Knowledge Buddy for Semantic search row, click the Gear icon.

The Gear icon

In the Configure setting dialog box, in the field next to the Default value list, select Constant, and then enter the name of your Knowledge Buddy instance for your Agentic Email bot. In this example, customer_service_buddy.

Click Submit.

Configure setting dialog box

You have reached the end of this demonstration.


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