Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

This content has been archived and is no longer being updated.

Links may not function; however, this content may be relevant to outdated versions of the product.

Defining suggested responses for an Email channel

Updated on July 22, 2021

Set up suggested responses for Pega Email Bot™ so that customer service representatives (CSRs) can immediately select the most relevant reply to an email when they triage emails for an interaction case. A suggested response provides instant feedback to the customer in a clear and organized way, saving the CSRs time in responding to the initial inquiry.

For example, when users request a bank loan by email, the email bot suggests a predefined email reply that the CSR can immediately send to users, asking for their address and financial history information.
Before you begin: Add suggested cases for the email bot. For more information, see Adding suggested cases for an Email channel.

When you define responses, you can create an email response template or use an existing template. If you configure multiple languages for the email bot, you set up text analysis for each language separately. This configuration ensures that the system performs email text analysis in the correct language.

For your convenience, the following default templates are available: apology, clarification, and missing information. To create additional default templates, define a Rule-Obj-Corr rule for the Work-Channel-Triage class.

  1. In the header of Dev Studio, click the name of the application, and then click Channels and interfaces.
  2. In the Current channel interfaces section, click the icon that represents your Email channel.
  3. In the Email channel, click the Behavior tab.
  4. In the Suggested replies section, select a method for modifying a suggested reply:
    • To create a new suggested reply, click Add suggested reply.
    • To edit an existing suggested reply, in the list of replies, click the Switch to edit mode icon for the reply that you want to update.
  5. In the Add suggested reply window, set up a predefined email response:
    ChoicesActions
    Use an existing template
    1. In the Email template list, click a predefined email response.
    Create a template
    1. Click Create new.
    2. In the Name field, enter a label for the email response template.
    3. If you configure multiple languages for the email bot, in the Email template window, click a language.
    4. In the text area, enter the default content for the email response template.
    5. Optional: To configure additional languages for the suggested response, repeat steps 5.c through 5.d.
    6. Click Submit.
    Edit a template
    1. In the Email template list, select an email template.
    2. Click Edit.
    3. If you configure multiple languages for the email bot, in the Email template window, click a language.
    4. In the text area of the Email template window, make your edits.
    5. To configure additional languages for the suggested response, repeat steps 5.c through 5.d.
    6. Click Submit.
  6. In the Associated topics list, select the topics that you want to associate with the suggested response.
    Associate each suggested email response with at least one topic so that only relevant responses appear during the triage process. You can associate more than one topic with a suggested response. For more information, see Defining topics for text analysis for an email bot.
  7. Click Submit.
For example:
A configured suggested reply with an apology template and two associated topics
The two associated topics in this reply are statement copy and address update.
What to do next: Configure text analyzers, define topics, and enable subject and attachment analysis for the email bot. For more information, see Adding a text analyzer for an email bot and Defining topics for text analysis for an email bot.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us