When Pega Email Bot™ replies to a user by email, the system uses
a default reply template that displays a Pega logo. You can change the default template
so that the email bot displays only text in the email body of the reply, or configure
the template further to display a logo for your organization and use another style for
By modifying the reply template, you customize the email bot for
your organization to fit your needs and requirements so that your company is more visible to
your customers during an email interaction. For example, you can change the default template
so that the email bot displays text in the reply in a standard Microsoft Outlook
- Switch to Dev Studio.
- In the navigation panel of Dev Studio, click
App, and then search for the
- Expand the Work-Channel-Triage class,
and then click pySetEmailBotReplyTemplate. section for the
- On the Definition tab of the
pySetEmailBotReplyTemplate data transform rule, in the
Source column for the
Param.ReplyTemplate target, enter the following text
in double quotation marks: "pyEmailReplyTemplate"
By default, when the email bot uses the template, the system displays only
text in the email body.
- Click Save.
- Optional: To modify the pyEmailReplyTemplate rule to also include a
company logo and use a different style in the email body, perform the following
- In Dev Studio, search for the
pyEmailReplyBody rule and then open the rule.
- In the rule, in the HTML source area, modify the
code to fit your needs.
- Click Save.
- Switch back to App Studio.