Published Release Notes

Enhanced Wait shape

Pega Platform™ now supports the enhanced Wait shape that configures the case to wait for the resolution of all child cases instead of only the child cases of a specific type. When you set up the Wait shape to stop a case until it reaches a certain status, you can decide whether the shape considers statuses from a whole case life cycle, or only the statuses after the wait begins. The enhanced Wait shape provides you with greater control over resolution of your cases. 

For more information, see Pausing and resuming processes in cases in Dev Studio, Pausing and resuming processes in cases in App Studio.

Email bots now support multiple languages

You can now configure Pega Email Bot™ to perform text analysis, use training data and triage emails in multiple languages, for example, English, French, German, and Spanish. By detecting topics and entities from emails in different languages, the system can suggest the correct business case and provide an email response in the user's own language.

For more information, see Selecting languages for an Email channel and Enabling automatic language detection for text analysis.

Case tags for improved case search

Pega Platform™ now supports enhanced tagging for case types so that you can search cases by tags. As a result, tagging is more consistent because you can define a set of suggested tags that users can add to their posts and cases. When users search for cases, they can apply several filters, for example, recently added or most frequently used tags.

For more information about tags, see Tagging cases in Dev Studio, Tagging cases in App Studio.

Case notification enhancements

Pega Platform™ now supports creating case notifications directly in Case Designer in App Studio and Dev Studio, so that you do not need to create a notification rule first and then provide the rule name in a case. You can speed up and simplify case creation by specifying recipients for each notification, without the need to create a data page for the recipients. Push notifications and email subjects can now also include properties, for example, a case ID or a goal and deadline.

For more information, see Sending event notifications from cases in Dev Studio, Sending event notifications from cases in App Studio.

Improved and simplified field-level auditing

To track the progress of your work and maintain the compliance of your cases, both App Studio and Dev Studio now support field-level auditing for case fields. Your application tracks and displays information about user updates to scalar fields, field groups, and field group lists, at any level of your case data model. For example, you can check previous and current field values, the last user to change the values, and the time of their modification. 

For more information, see Track changes in cases with improved field-level auditing (8.4), Enabling field-level auditing in Dev Studio, Enabling field-level auditing in App Studio.   

Creation of case documents in a case life cycle

To save time and further automate your business processes, Pega Platform™ now supports generating case documents as part of the case life cycle. You can ensure that the documents include all necessary information by first creating a document template in a word processor. When you create a template, you add dynamic tags that your application populates with relevant data unique to each case, for example, the case ID and current date. To make your documentation more meaningful, you can also include attachments.

For more information, see Generate case documents in a case life cycle (8.4), Generating case documents in Dev Studio, Generating case documents in App Studio.

Support for seamless transitions between IVAs and customer service representatives

To ensure the best user experience in chat sessions with a Pega Intelligent Virtual Assistant™ (IVA), customer service representatives (CSRs) can now step in and take control of a chat session multiple times, when the chatbot is not capable of correctly answering the user. After the user problem is resolved, the CSR can seamlessly switch control of the chat session back to the chatbot.

Pulse configurations in the case type settings

In both App Studio and Dev Studio you can now configure Pulse in a simplified and user-friendly way, in the case type settings. Add Pulse posts to cases, define default and add new feed sources, and then customize the Pulse label, all without performing advanced actions, such as configuring sections. You can also define visibility conditions for each post type.

For more information, see Start collaborating faster with simplified Pulse configuration (8.4), Configuring Pulse for case types in Dev Studio, Configuring Pulse for case types in App Studio.

Unified Messaging Desktop integration with Pega Platform

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.

Conversation flow and smart shapes for the Digital Messaging chatbots

When creating Pega Intelligent Virtual Assistant™ (IVA) for Digital Messaging, chatbot developers can now use new conversation smart shapes in a dedicated flow, making the design process simpler, more robust, and intuitive. With the new smart shapes, the chatbot displays text messages or asks questions to users in one of several ways. In addition, developers do not have to create additional rules, switch tabs, or perform manual validation. You can associate the conversation flow that you create for your IVA with a business case, use the flow on its own, or reuse it in another conversation flow, improving the overall chatbot design process.

For more information, see Adding a stand-alone conversation process for a conversational channel, Adding a case type conversation process for a conversational channel, Editing the conversation smart shapes and Flow shapes.