Published Release Notes

Generate an XSD file for XML format output

You can now use Business Intelligence Exchange (BIX) to generate an XSD file for existing XML output when the Get all properties check box is selected on the Definition tab of the Extract rule form. You can now validate the XML output and generate DDL statements by using the generated XSD file. Some tags might not be included in the generated XSD file because of missing values in the XML output.

For more information, see Generating an XSD file for XML output.

Project sizing supports real-time feedback

You can now size a project based on the stories that you create in the Agile Workbench tool. By capturing feedback from your stakeholders in stories, you can improve the accuracy of your estimated timeline and costs in real time.
For more information about project sizing, see Sizing an application development project.

Improved usability for feature management

You can now manage your features more effectively by implementing the following changes in your application:

• Move features to different levels to change the structure of your feature hierarchy.
• Provide descriptions that are longer than 256 characters to improve the readability of features.
• Quickly remove irrelevant features without having to manage dependencies on built-on applications or previous application versions.
• Consolidate features into one application layer when you are ready to ship your application.

For more information about feature management, see Managing the features in your application.

Real-time statistics added to application overviews

You can now use the Application Overview landing page to get information about the number, type, and status of work items that are associated with your features. By referring to the statistics and progress bars that update as your team creates and resolves work items, you can track feature development in real time without interrupting your development team for status updates.

For more information, see Real-time statistics for feature development.

Agile Workbench supports bulk actions

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

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.

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.

Ability to forward emails in triage cases

When working on customer emails in the Email Manager or Case Manager portal, customer service representatives (CSRs) can now forward emails to additional stakeholders, for example, third-party vendors or sellers. As a result, CSRs that work with Pega Email Bot™ save time, improve responsiveness to customer inquiries, and make email triaging more efficient. The email bot keeps each forwarded email conversation in a separate email thread from the customer conversation, making the system more consistent and secure.

For more information, see Communicate with stakeholders on a customer query by forwarding emails and Forwarding emails to other stakeholders for an email bot.

Outbound email templates for email bots

Pega Email Bot™ now provides built-in templates for outbound email and an option to create your own, custom templates. You can use this feature to standardize branding for your applications and the company through your communication channels. For example, customer service representatives (CSRs), who use the Email Manager or Case Manager portals, can apply these templates to strengthen your brand's presence in every email that they send or that the email bot automatically sends as an acknowledgment for a user email.

You select an outbound email template when you configure the Email channel. The system provides you with three built-in outbound email templates that you can select or modify to fit the requirements of your organization.

For more information, see Creating an Email channel and Creating outbound email templates.

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.