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Configuring Knowledge Management articles in Pega Customer Service Chat

Updated on July 14, 2020

Knowledge articles provide relevant content to the CSR while working on a case. These articles avoid the need to perform time-consuming searches and provide necessary information to the CSR.

Before you begin: To use this option, create knowledge articles in the Knowledge Portal. Import the KMSampleData.jar into Dev Studio to access the knowledge articles that you create. Configure the articles when you configure the web chatbot.
  1. To enable the knowledge articles/discussion option, see Enabling Augmented Agent components.
  2. To select the help categories that appear during a live chat, see Configuring Pega Knowledge help categories in the web chatbot.
  3. To configure knowledge articles for a service case, see Define the Pega Knowledge configuration and Configure Knowledge articles.
  4. To configure the coaching tip and associate the tip with knowledge articles, see Associating a coaching tip with a knowledge article.

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