Adding a conversation to a case type
To automate how Pega Intelligent Virtual Assistant™ (IVA) collects information for an open case, add a conversation to a case type. This feature simplifies the configuration process of an IVA and ensures that the system only requests the correct case type information from the user in a quick and conversational manner.
For example, for an open case related to a request for a car insurance quote, an IVA during user interaction, asks questions about a car model, car make, year of production of the car, and then automatically stores the answers in the properties of a case. You configure the conversation workflow as part of the case life cycle. As a result, the system automatically responds to chat messages or voice commands that contain information about a case.- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- On the Workflow tab, click Life cycle.
- Add a conversational channel to a case type process:
- In the header of the stage to which you want to add a conversational channel, click or if you want to add a conversational channel to the Create stage, click .
- On the Workflow tab, click the parallel process for the IVA channel.
- Optional: To define the conditions that control when the conversation begins,
select Custom condition, and then define the
condition that determines when the conversation in the IVA starts.The custom condition must reference the pxActiveChannel property for the conversational channel.
- Click Save.
For more information, see Adding a conversational channel to a case type process. - Add questions to the new conversation for the case type:
- Click the first step in the parallel process for the IVA, and then, in the property panel, click Configure conversation.
- In the conversation for the channel product information window, add data fields to the conversation by clicking Add question.
- In the dialog window, in your data model, select the fields that you want to use to collect information from users, and then click Apply.
- In the dialog box with a list of fields, enter a question for each field.
- Add, delete, or reorder the questions to further configure the conversation flow in the IVA.
- In the conversation for the channel product information window, select
a question for which you want to define a condition.To define conditions that determine the flow of the conversation, you specify the validation criteria.
- In the Show list, select When, and then click Edit.
- In the Field list, select the name of a field that supports validation.
- In the Comparator list, select a comparator.
- In the Value field, enter a value that you want to compare with the user input.
- Optional: To use another property in the expression, click the Add icon next to the field after which you want to add the expression, and then repeat steps 4.h through 4.j for another condition.
- Click OK.
- Click Done.
- Click Save.
For more information, see Adding questions to a conversation.
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