Published Release Notes

Email configuration and management available in Pega Express

You can now configure and manage email accounts directly in Pega^® Express. You no longer have to switch from Pega Express to Designer Studio to perform email account-related tasks.

For more information, see Creating an email account.

Enhancements to the Email conversational user channel

In the Pega^® Intelligent Virtual Assistant for Email, to help with entity extraction from an email message, you can now highlight any mapped entities in the content of an email message during email triage of an interaction case. Pagination is now available for lists of suggested cases and suggested replies during configuration of the Email channel interface.

For more information, see Email triage in an interaction case.

Improve application quality by using test coverage metrics

You can now generate a test coverage report for your application. By using report metrics that show the number of rules covered and not covered by tests, developers can identify which areas of the application need more test coverage.

For more information, see Rules Coverage landing page.

Activity feed displays application messages

The activity feed for Pulse now displays messages within the context of the application of the logged-in user. If a user posts messages within the context of the application, all the users of the application can view the messages in their activity feed. Users can select the filter for application messages to view only these messages. For example, application messages can be used for release announcements.

For more information, see:

• Pega^® Express 7.4 – Communicating with Pulse
• Pega Platform 7.4 – Pulse enhancements for social collaboration

Support for NLP model training in the Facebook and WebChat user channels

You can now train and enhance the natural language processing (NLP) model in a Facebook or WebChat user channel to support machine learning. You can review user statements and questions, edit the text, and map content to specific text analyzer categories.

For more information, see NLP model for a Facebook channel and NLP model for a WebChat channel.

Data pages can source information from a robotic process automation

When you use robotic process automation (RPA), you can now configure data pages to source information from robotic automations so that you can connect your Pega® Platform application to legacy applications in your enterprise. By using automations to retrieve data and save it to a data page, you can use data virtualization to encapsulate your Pega Platform data model from the physical interface of a legacy system against which the automation is running.

For more information, see Obtaining information from robotic automations.

Case and Pulse notification email subjects no longer contain IDs

The subjects of notification emails for cases no longer contain case IDs, and for Pulse, they no longer contain Pulse message IDs. The system now interacts with email clients by using the information that is stored in the email headers. As a result, comments are posted on a conversation even if users edit the subjects when they reply to these emails. Because the system also sends the replies as emails to the relevant users in the conversation, editing the subjects allows users to give appropriate descriptions of the emails to the relevant users.

For more information about email notifications, see:

• Pega^® Express 7.4 – Communicating with Pulse
• Pega Platform 7.4 – Communicating with Pulse

CRM core data types included in Pega Platform

Customer Relationship Management (CRM) core data types are now included with Pega^® Platform, making it easier to bring your data into your Pega application. You can either import your data into the data tables for the CRM data types or use integration to communicate with your own system of record. The database tables for these data types are non-Pega formatted, which gives you better performance and more control over your data.

For information about the database tables, see CRM data types in Pega Platform.

Support for extracting data from file attachments during email triage

With the Pega^® Intelligent Virtual Assistant for Email, when you triage email interaction cases, the system can now use defined text analyzers to detect entities in files that are attached to the received email. The following file types are supported: DOC, DOCX, ODT, PDF, RTF, and TXT. This feature improves the machine learning and case processing capability for the Email user channel.

For more information, see Enabling the analysis of attached files during email triage.

Support for mobile mashup demo app in the Mashup channel configuration

When you configure the Mashup channel interface in Pega^® Platform, you can now also test your cases in a mashup demo app. By testing, you can improve customer self-service because you can immediately visualize how your cases are extended into a native mobile app. During configuration, you must download the Pega Mashup Preview mobile app from the Apple App Store or Google Play and scan the QR code by using the app.

For more information, see Configuring the Mashup channel.