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Configuring knowledge management settings

Updated on December 3, 2021

The knowledge management settings enable the display of Pega Knowledge articles, and they also determine the maximum number of articles to suggest and the options for displaying articles in a chat window.

Pega Customer Service Implementation Guide
  1. In the navigation pane of App Studio, click SettingsGeneral.
  2. In the list of general settings, click Knowledge Management.
  3. To display relevant knowledge articles during an interaction, select the Enable display of knowledge articles check box.
  4. Select the Limit the number of suggested articles check box to restrict the number of articles displayed in the Suggested articles, Other relevant articles, and Articles viewed by the customer sections of the Interaction Portal.
    When this check box is cleared, the application provides pagination and scrolling capabilities to navigate through the list of articles.
  5. If you limit the number of suggested articles, enter the maximum number of articles that you want to display at one time.
    The default value is 3.
  6. To see the articles abstract, select the Show article abstract check box.
  7. To see the articles category, select the Show article category check box.
  8. To see the date the article was published, select the Show article's last publication date check box.
  9. To see the like and dislike count for each article, select the Show like and dislike count check box.
  10. During a chat session, to allow a CSR to send a knowledge article in text format, select the Insert as text check box.
  11. During a chat session, to allow a CSR to send a link to a knowledge article, select the Insert as link check box.
    1. To display an article abstract with the link, select the Share abstract check box.
    2. To include lead-in text with the article link, select the Include lead-in text check box.
  12. When wrapping up an interaction, to select a knowledge article that was useful to resolving the interaction, select the Associate knowledge articles on interaction wrap up check box, and then select the article preferences that helped to resolve a case from the Predict most useful article list:
    Default knowledge article preferenceDescription
    NeverDo not select a default knowledge article at wrap-up
    First article viewedSelect the first article viewed
    Last article viewedSelect the last article viewed
    CSR time spent viewingSelect the article that the CSR spent the most time viewing
    Selecting a useful knowledge article at wrap-up can save time because you can more easily find the article if a similar interaction occurs in the future.
  13. By default, the Public URL for sharing articles via links section shows the URL of the domain where knowledge articles are stored. For example, this URL is used when you insert links to an article in email. To change this URL, enter the new URL.
  14. Click Save.


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