Support for email triaging of interaction cases for the Email user channel
Valid from Pega Version 7.3.1
You can now triage customer email content that is saved in an interaction case for the Pega® Intelligent Virtual Assistant for Email. A customer service representative can reply to the email, reassign the interaction case to another user or a work queue, resolve the interaction case, or spin off a business case from the interaction case. Carrying out these actions improves the artificial intelligence capability of the Pega Intelligent Virtual Assistant for Email, for example, for automatic email routing purposes.
For more information, see Email triage an interaction case.
Define property value criteria for stage entry
Valid from Pega Version 7.3.1
You can now define the criteria that property values must meet to enter a stage, by clicking Validations on the Data model tab of a case type. By validating the properties, you can ensure that a case contains relevant data before it enters a stage.
For more information, see Property condition requirements for stage entry.
Agile Workbench supports bulk actions
Valid from Pega Version 7.3.1
You can now create stories in bulk by importing a story template to Agile Workbench. By defining stories in bulk before you start development, you can size your project more quickly.
For more information, see Bulk actions in Agile Workbench.
Guided tours and online help added to application guides
Valid from Pega Version 7.3.1
You can now create application guides that display content from a Pega® Platform help topic or a sequence of tour stops in a guided tour. By providing supporting information in an interactive format, you can help users complete tasks more quickly.
For more information about displaying help topics, tour stops, and other types of information in a task, see Interactive tasks in an application guide.
Ability to edit questions in the Facebook channel preview console
Valid from Pega Version 7.3.1
You can now edit questions directly in the preview console when you simulate a Facebook chatbot conversation. This feature eliminates the need to edit Case Manager settings when you want to modify the text of a question for a configured Facebook channel interface.
For more information, see Simulating a chatbot conversation.
Support for additional health metrics on the Application Quality landing page
Valid from Pega Version 7.4
On the Application Quality landing page, you can monitor the health of your current application to identify areas that need improvement before deployment. The landing page provides application metrics such as the number of executable rules, the guardrail score, the number of guardrail warnings, the test coverage percentage, and the pass rate of PegaUnit tests. From this landing page, you can also view data for the entire application, for each of its cases, and for rules that are not part of any case type.
For more information, see Application Quality landing page.
View the configuration settings for Pega Platform nodes in Designer Studio
Valid from Pega Version 7.4
On the new Configuration Settings landing page, you can view a list of the configuration settings for a specific node, current or remote, or for an entire cluster. From this landing page you can diagnose settings issues, determine whether settings are loaded correctly, and review the settings' purposes. You can also download the prconfig.xml file for any node in a cluster to modify the settings. The ability to view settings for all nodes in the Cluster from a single landing page makes diagnosing configuration issues across the cluster simpler and easier than logging on to each node individually to view its system settings. For example, if a started agent does not run, you can check if agents are enabled on your system; or if some of your caches are too big, you can check the setting for the cache size. You can also determine if settings are loaded correctly, and identify discrepancies in the settings across the nodes.
For more information, see Viewing the current configuration settings of a node or the whole cluster, Downloading and viewing the prconfig.xml file for a specific node, REST APIs for viewing the configuration settings for Pega Platform.
Support for templated auto responses during email triaging of interaction cases
Valid from Pega Version 7.4
When you triage an interaction case by email, you can now select a predefined email response to provide feedback to a customer more quickly. The category that is associated with this email determines the type of responses that you can select. You can create an email response template or use an existing template.
For more information, see Defining suggested replies for the Email channel.
Submit application changes made in Pega Express to a continuous integration and delivery pipeline
Valid from Pega Version 7.4
After you make changes to your application in Pega® Express, you can submit these changes into a continuous integration and delivery pipeline that is configured in Deployment Manager. By using Pega Express to submit your application changes into staging, preproduction, and production systems, you can quickly start builds without involvement from IT.
For more information, see Starting a continuous delivery build.
Ability to run report definitions against an Elasticsearch index
Valid from Pega Version 7.4
To improve report generation performance, you can now run report definitions against Elasticsearch indexes instead of using SQL queries directly against the database. This feature is disabled by default and does not apply to reports that have features that are not supported by Elasticsearch. If a report query cannot be run against Elasticsearch indexes, Pega® Platform automatically uses an SQL query.
For information about enabling and using this feature, see Configuring a report definition to run against an Elasticsearch index.