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Chatbot Implementation in Pega Ss

Chatiboti
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0% found this document useful (0 votes)
63 views45 pages

Chatbot Implementation in Pega Ss

Chatiboti
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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How to create a Chatbot in Pega?

Open Dev Studio and go to Channels and Interfaces.


Choose Legacy Webchat.
Click on Add case type.

Create a new case type


Select question automation.

Write a question you want to ask and map to the property.


Create few questions and click on save.

Now click on Add case type in channels and interfaces tab

Submit. Click on save.


This is a Chatbot preview.

In the above screenshot we can see Create case command and under that we can see “Capture
Details” as a command. Copy that command and paste it in the message and click on send button.

Now this will run the case in the background and creates a work object.
In the below screenshot we can see case C-1001 is created and it is prompting the first question
which we have created.

I am entering my name and click on send button.


Here it comes with the second question. Entering the answer and clicking on send button.
Now let’s see is these details are captured in case type or not.
Opening the instance.

Details are successfully captured and saved in the case type.

Also, we can customize the system responses


Click on reset.
Also, we can provide other keywords for searching.

Click on gear icon.

Enter the text

Submit and save.


Now entering the data and click on send.
If we enter the inconsistent data bot will not understand.

For creating a Chatbot download an App Factory zip file from the below link which suits for your
Pega version.

https://community.pega.com/marketplace/application/pega-app-factory
After downloading the zip file just import the zip file through import wizard.
After completion of import make sure to restart the server.
Below are the steps for installation guide:

Note: The steps from 1 to 7 steps are already completed by Import Wizard.

Importing App Factory,

The first step in getting App Factory configured is to download the component off the Pega
marketplace and import it into your system(s).

1. Download App Factory off the Pega marketplace here.

2. Log into Dev Studio in your Pega environment.

Note: If you have multiple environments, log into the environment that will be your development
environment. You will be able to export these settings later in the installation process.

3. Open the import wizard (Configure > Application > Distribution > Import).

4. Select the App Factory zip file (Local file > Choose file) downloaded in Step 1.

5. Proceed through the following steps by clicking the next button. Leave the default settings in
each step.

6. Proceed through the zip file details, valid database connections and schema change screens.

7. Apply schema changes by clicking Next and advance to rule import.

8. Import rules to complete the import process.

9. Restart the server.

10. Update the AppFactoryAdmin operator record.

a. Find the operator by going to Records > Organization > Operator ID.

b. Go to the Security tab and uncheck the “Disable Operator” box. Save the updated record.

11. Save As the AppFactorySetup operator.

a. Find the operator by going to Records > Organization > Operator ID.

b. Save As the operator as a named operator for yourself

c. Go to the Security tab on newly created operator and uncheck the “Disable Operator” box.

d. Also on the Security tab, update the operator password. Please keep note of the password you
choose. Save the updated record.

12. Log off.


Login with operator which you have created.

Once logged in, you will see a page with some default information about App Factory. Press
continue button to move past this screen.

The next page will ask you to provide a name for your reuse layer. Enter the name and continue.
The final page will ask you to provide a name for your organization’s App Factory application. This
application is used to make customizations in default App Factory.
Save and press “Create application” to continue.

Now, Application access will be given to the current operator. You may add/create other operators
but have one valid operator to start.
Added my user.

Now open Application Definition.


Add AFChatBot:01-02 ruleset and save.

Launch User Portal.


Using LiveUI, open HomeMain section.
Save as this section into our Application Ruleset.
Now open AFChatBot:01-02 ruleset.

Click on Rule Count and filter it with section.


Open EmbeddedAFChatBot section.
Save as this section into your Application Ruleset.
Switch to Definition tab and add AppFactory:01-02 ruleset.
Open AppFactory ruleset.

Click on Rule count number and filter by section.

Open AppFactoryChatBot section.


Save as this section into your Application Ruleset.
Open HomeMain section.
And add an embedded section and submit and save.

Open Embedded AF Chatbot section and we need to replace our botid here.
Switch to App Studio.

Open webchat interface which we created.

Open clipboard and search for botid.


Copy botid.

bot38caaa5b69f7447d889e5f43bfd9d846 – This will be unique ID.

Switch back to Dev Studio and open Embedded AF Chatbot section and paste botid.

Save all your changes and reload the portal.

Let’s see the magic here.


In the bottom right we can see an icon.

We can see Chatbot is asking for our details.


We can also customize background colour and icon colour of an icon in the AppFactoryChatBot
section.

Colour is changed for Chatbot icon.


Cases are created.

Opening the latest case.


Details we entered are in pyWorkPage in clipboard.
Some extracurricular things on Chatbot.
Now instead of having a Questions in the Case type I have configured a section and added few
properties in that section.

Added the case type to the same Legacy Webchat


Now entering “chat” in the preview console. Chat is a keyword for the case type.

Since we created section Chatbot is asking to fill out form.


Click on Fill out form.
After submission of form, we are getting message “Sorry, I did not understand that.”

So added response command.


Added text analysis.

--- Thank You ---

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