Support for extracting data from file attachments during email triage
Valid from Pega Version 7.4
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
Valid from Pega Version 7.4
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.
Menu enhancements in the Facebook and WebChat user conversational channels
Valid from Pega Version 7.4
When you create a Facebook or WebChat channel interface to act as a Pega® Intelligent Virtual Assistant, you can use a Facebook-like generic template to display a rich user interface menu. You must use a data transform for the custom response to display this menu. You can use and modify the pyPopulateOutboundData data transform for this purpose.
For more information, see Adding custom responses for the Facebook channel and Adding custom responses for the WebChat channel.
Quicker approach for reusing processes in a stage
Valid from Pega Version 7.4
You can now reuse processes more quickly in a stage when you define the life cycle for a case type. Reusing processes saves time and makes it easier to define processes for a stage instead of creating new ones. You can also reuse processes faster when you add parallel processes to a stage.
For more information, see Quick access for reusing processes in a stage.
Improved user management for new applications
Valid from Pega Version 7.4
You can now invite users to join your team when you run the New Application wizard. By managing user credentials and roles during application setup, you can start development immediately.
For more information, see Creating an application.
New application document types capture features and user stories
Valid from Pega Version 7.4
Pega® Platform adds two new application document types based on features and stories:
- Use product overview documents to socialize the application development plan and progress.
- Use gap analysis documents to identify the gaps between the application and your needs to clarify which customizations to build.
For more information, see Real-time agile application document types.
Business logic-based routing cards enhancements
Valid from Pega Version 8.5
To ensure that the sequence of business logic-based routing cards conforms to your business requirements, you now have the option to change the order of the cards. For easier navigation across multiple routing cards, the system automatically collapses the cards for you, and you can then easily expand the cards that you need to display.
For more information, see Navigate easier across business logic-based routing cards (8.5), Assigning users automatically at run time.