Published Release Notes

View application quality metrics by data type

You can now view application quality metrics by data type on the Application Quality landing page. The new Data Types tab displays metrics for data types grouped by data objects, which enables you to more quickly understand the overall coverage of the application's integrations and interfaces.

For more information about data type metrics, see Application Quality landing page.

Ability to train the text analytics model based on email attachments

You can now train the text analytics model for Pega Email Bot™ based on training data from email attachments. As a result, you improve the natural language processing (NLP) analysis for your email bot so that your system detects the correct language, sentiment, topics, and entities from both the body of emails and their attachments. By default, you train the text analytics model based only on training data from the body of emails.

For more information, see Enabling training the model based on email attachments.

New branch quality dashboard

Pega Platform™ 8.4 introduces a new branch quality dashboard that shows the following metrics:

• The branch’s guardrail compliance score and the number of guardrail violations
• The percentage and number of unit tests that passed for the branch
• The percentage and number of rules that the tests cover
• Potential merge conflicts that can be addressed directly from the branch quality dashboard

For more information about the new branch quality dashboard, see Viewing branch quality and branch contents.

Reports with visualizations of performance and automation levels for the email bot

In the Email Manager portal, you can now use built-in reports to visualize Pega Email Bot™ performance and the automation levels that are related to received emails, triaged cases, and created business cases. You can plug the reports to display the report data in other portals, for example the Case Manager portal. Based on the information displayed in the reports, you can adjust the machine learning models to achieve greater automation in the system.

For more information, see Viewing the reports for the Email channel and Built-in reports for the email bot.

Identify Pega unit test cases associated with inactive or deleted rules

From the Application: Unit testing landing page, you can view a list of all Pega unit test cases that are associated with inactive or deleted rules in the currently included applications. You cannot use these test cases because they will always fail.

Either remove such test cases, or reactivate the rules that they are associated with.

For more information, see Application: Unit testing landing page.

More quality metrics on the Application Quality dashboard

On the Application Quality dashboard, for each case type you can now view quality metrics such as guardrail score, test coverage percentage, unit test pass rate, list of guardrail of warnings, uncovered rules, and failed Pega unit tests. These metrics are also available for rules that are used in the application but that are not a part of any case type. To access these metrics, on the Application Quality dashboard list of case types, click Find issues.

For more information, see Application Quality landing page.

Support for rich user interface controls in IVA for Web Chatbot

You can now use rich user interface controls in Pega Intelligent Virtual Assistant™ (IVA) for Web Chatbot because Pega Platform™ includes a framework for advanced user interface controls. You can use a date picker control and add file attachments while chatting with the chatbot. These features provide a richer and more robust user experience and they help the user accomplish tasks more quickly without the need for complex validation messages.

For more information, see Use rich user interface controls in Web Chatbot.

Scenario tests now honor application stack settings

The application stack defined on the Application Quality Settings page of Dev Studio now serves as a foundation for creating, viewing, and running scenario tests. 

Dev Studio will now:

• Display scenario tests based on the application stack settings on the Dev Studio landing page.
• Store scenario tests with the configured stack settings.
• Report metrics in the application quality dashboard with respect to the configured stack settings.  

For more information, see Creating UI-based tests with scenario testing. 

Usability improvements in the Email Manager and Case Manager portals

Pega Email Bot™ customer service representatives (CSRs) working in the Email Manager, Case Manager, or Case Worker portals can now quickly reply to one recipient or to all recipients. CSRs can also view the sentiment analysis of an email (positive, negative, or neutral) for each received email, displaying the sentiment pattern for the entire email thread in a triage case. The email bot improvements add value for CSRs working in the portals and help them save time when responding to user requests.

For more information, see Understanding the email triage process and Replying to customers by email for an email bot.

Ability to import and export Intelligent Virtual Assistant or Email Bot training data

You can now copy Pega Intelligent Virtual Assistant™ (IVA) or Pega Email Bot™ training data between Pega Platform™ application environments by performing an export and import action. Importing and exporting training data between Pega Platform application environments results in greater accuracy of entity detection. Entities are detected by the system in a chat conversation, including attachments, to help respond to the user correctly, and consist of proper nouns that fall into a commonly understood category such as a person, organization, or a ZIP code. The ability to copy training data also makes it easier to maintain IVA or Email Bot, and build its artificial intelligence.

For more information, see Copying training data to another environment and Copy training data and model to another IVA or Email Bot environment.