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Setting up a Web Chatbot channel

Updated on July 22, 2021

To create Pega Intelligent Virtual Assistant™ (IVA) for Web Chatbot, configure a Web Chatbot channel. Through an IVA for Web Chatbot users can send text messages in the chat window of a web page to interact with a Pega Platform application, for example, to create a case to inquire about a car estimate or to book a flight.

  1. In the header of Dev Studio, click the name of the application, and then click Channels and interfaces.
  2. In the Create new channel interface section, click Web Chatbot.
  3. In the Channel interface name field in the Details section, enter a name for your Web Chatbot channel.
  4. Optional: To describe the purpose of the channel, in the Description field, enter a short description about your IVA for Web Chatbot.
  5. In the Web Chatbot channel, click the Connection tab.
  6. In the Template operator ID list, click the name of an existing Pega Platform operator to use as the template.
    This value is used as a template from which all accounts are created. Each account has a unique Web Chatbot identifier set as its ID. For more information, see Template operator for IVA channel.
  7. Click Save.
What to do next: Embed a chat window on a web page for a Web Chatbot channel. For more information, see Embedding a chat window for the Web Chatbot channel.

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