Published Release Notes

Support for configuring and saving external data in App Studio

You can now configure a savable data plan to easily replace or update related data directly from App Studio, and persist those changes during the case lifecycle. This enhancement allows you to work directly in App Studio, without being limited to read-only access of data from case types.

Automation performance enhancements

To improve the performance of automation-based REST services and DX APIs, you can now configure JSON inputs and outputs in automation rules. The automation passes the JSON object directly to an automation-based REST service or DX API, eliminating the need to transform data on a page to JSON first. You can also take advantage of this enhancement if you are calling an automation from an activity. Additionally, you can simulate a JSON response in the automation rule and update the JSON sample if needed.

For more information, see <link TBD> and <link TBD>.

Support for creating automations

You can now create automations in Pega Platform. By creating an automation, you clearly define a contract to perform a specific task. For example, you can create an automation that retrieves a list of data objects that are available in the application.  

For more information, see Creating an automation.

Support for filtering requests and responses in activity-based REST services

You can now use a JSON data transform to filter inputs and outputs in activity-based REST services. With this enhancement, you maintain high performance by filtering unnecessary properties from the REST service request and response.

For more information, see Creating a request for POST, PUT, and PATCH methods by using an activity implementation and Creating a response for Service REST methods by using an activity implementation.

Support for configuring data sources by using OpenAPI Specification

The Integration Designer in App Studio now supports OpenAPI Specification. You can provide an OpenAPI Specification endpoint or upload a YAML file to automatically generate data sources according to the specification. With this enhancement, you avoid having to manually create a representative sample JSON request and response, saving you time and increasing productivity.

For more information, see Integrating with a REST API by using OpenAPI Specification.

Improved resiliency and observability of email infrastructure

Pega Platform now has several enhancements to improve the resiliency and observability of its email infrastructure. With the following enhancements, you can improve service quality and reduce maintenance costs:

• Pega Predictive Diagnostic Cloud alerts notify you of connection timeouts and help you troubleshoot more quickly.
• Default values for email settings ensure that your email configuration is optimal and follows best practices.
• Email listeners automatically retry test connectivity upon start-up if the connection fails or authentication fails.
• Improved logging provides meaningful messages and log categorization to support debugging.

For more information, see List of events and notifications in PDC.

Association of incoming emails with triage cases

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.

Secure email threading mechanism in email bots

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.

Ability to handle responses to automatic email notifications in email bots

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.

Update to Intelligent Virtual Assistant official names

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.