Unified Messaging Desktop integration with Pega Platform
Valid from Pega Version 8.4
You can now use the Pega Unified Messaging Desktop™ customer service solution with a Pega Platform™ application so that customer service representatives (CSRs) and other users, such as managers, can respond to user requests more quickly and in a more consistent manner. With integrated Pega Unified Messaging Desktop, CSRs can escalate user requests from Pega Intelligent Virtual Assistants™ (IVAs) by using case processing and artificial intelligence alongside Pega Customer Service™
For more information, see Develop a single IVA channel to chat across different messaging platforms.
Triage cases archiving in the email bot (Pega Cloud Services)
Valid from Pega Version 8.5
For Pega Platform™ that is installed in Pega Cloud® Services, you can configure Pega Email Bot™ to archive resolved triage cases that are older than a specified number of days. Archiving triage cases improves the overall performance of your system by reducing the primary storage consumption and cost because the system places such resolved triage cases in a secondary storage.
For more information, see Archiving resolved emails for an email bot (Pega Cloud Services).
Ability to handle responses to automatic email notifications in email bots
Valid from Pega Version 8.6
Pega Email Bot™ can now handle email responses to automatic email notifications that a Pega Platform™ application sends for a related case. As a result, customer service representatives (CSRs) can save time because all relevant emails from customers and other stakeholders are available from a single triage case in the system. To use this feature, ensure that you add the same email account to the email bot that you use to send case notifications in your application.
For more information, see Handle customer responses to automatic email notifications.
Ability to import and export Intelligent Virtual Assistant or Email Bot training data
Valid from Pega Version 8.3
You can now copy Pega Intelligent Virtual Assistant™ (IVA) or Pega Email Bot™ training data between Pega Platform™ application environments by performing an export and import action. Importing and exporting training data between Pega Platform application environments results in greater accuracy of entity detection. Entities are detected by the system in a chat conversation, including attachments, to help respond to the user correctly, and consist of proper nouns that fall into a commonly understood category such as a person, organization, or a ZIP code. The ability to copy training data also makes it easier to maintain IVA or Email Bot, and build its artificial intelligence.
For more information, see Copying training data to another environment and Copy training data and model to another IVA or Email Bot environment.
Update to Intelligent Virtual Assistant official names
Valid from Pega Version 8.6
To use better and more consistent names for conversational channels in Pega Platform™ and to help distinguish conversational channels from Pega Unified Messaging Edition™, Pega Intelligent Virtual Assistant™ (IVA) for Unified Messaging is now called IVA for Digital Messaging. Furthermore, the IVA for Web Chatbot is now officially called IVA for Legacy Webchat.
For more information, see Creating a Digital Messaging channel and Pega Intelligent Virtual Assistant features.
Support for multiple work queues in the Email Manager portal
Valid from Pega Version 8.3
Pega Email Bot™ now provides multiple work queues in the Email Manager portal. With this functionality, operators, such as customer service representatives, can now triage cases more efficiently by selecting different work queues. Operators have access to work queues only for the current Pega Platform™ application.
For more information, see Email Manager portal.
Secure email threading mechanism in email bots
Valid from Pega Version 8.6
Pega Email Bot™ now uses a secure built-in threading mechanism to ensure that all email communication between customer service representatives (CSRs), customers, and other stakeholders is secure and organized in separate threads for a triage case. For this purpose, the system embeds a unique encrypted security code in the body of outbound emails that identifies related triage cases, service requests, and forwarded emails.
For more information, see Understanding email triage process and Use a secure threading mechanism for emails.
Support for rich user interface controls in IVA for Web Chatbot
Valid from Pega Version 8.2
You can now use rich user interface controls in Pega Intelligent Virtual Assistant™ (IVA) for Web Chatbot because Pega Platform™ includes a framework for advanced user interface controls. You can use a date picker control and add file attachments while chatting with the chatbot. These features provide a richer and more robust user experience and they help the user accomplish tasks more quickly without the need for complex validation messages.
For more information, see Use rich user interface controls in Web Chatbot.
Ability to forward emails in triage cases
Valid from Pega Version 8.6
When working on customer emails in the Email Manager or Case Manager portal, customer service representatives (CSRs) can now forward emails to additional stakeholders, for example, third-party vendors or sellers. As a result, CSRs that work with Pega Email Bot™ save time, improve responsiveness to customer inquiries, and make email triaging more efficient. The email bot keeps each forwarded email conversation in a separate email thread from the customer conversation, making the system more consistent and secure.
For more information, see Communicate with stakeholders on a customer query by forwarding emails and Forwarding emails to other stakeholders for an email bot.
Association of incoming emails with triage cases
Valid from Pega Version 8.6
Customer service representatives (CSRs) can now associate an email triage case with existing business cases or service requests. As a result, CSRs can respond more quickly to information about the same issue reported by customers several times. The system displays a list of related service cases for the same customer that CSRs can then associate or disassociate from the open email triage case in the Email Manager or Case Manager portal.
For more information, see Associating service requests with a triage case and Keep related incoming emails together for a triage case.