Published Release Notes

Generate documents in the background

When you generate system documentation by using the Document Application wizard (Designer Studio > Application > Tools > Document), the process now runs on a server and not on your local client system. This change not only generates your document more quickly, but also allows you to multi-task within Pega 7 while your document is generating in the background. When the generation is completed, download the document to your computer.

For more information, see:

Updating customized Application Document templates with server-side document generation

Screenshot generation still runs on local client

Warning message when opening server-generated documents

Screenshot generation runs on local client

If you generate screenshots to include in your application document, this process still runs on your local client. Additionally, you are still required to use Internet Explorer to use this feature.

Warning message when opening server-generated documents

Depending on your system configuration, the following warning message might be displayed when you open a document that was generated on the server.

If you click No, certain content (for example, Table of Contents) is not populated in the document. Instead, click Yes and save the document.

The warning message that displays

Link URLs to applications, requirements, and specifications

In addition to files, you can now attach URLs to applications, requirements, and specifications by using the Add/Edit Attachment modal dialog box in Pega 7. This change allows you to link directly to dynamic content in other URL-based systems rather than link to a static file of that content.

Chrome support for editing specification descriptions in Word

If you use Google Chrome 42 and later, you can now create, save, and update specification descriptions even if you are not using the Microsoft Silverlight NPAPI plug-in.

The new Upload Word document as description option provides you with the functionality to upload a Word document that contains the specification description. In addition, you can use the Export to Word option to export the description that you entered in the rich text editor to a Word document.

Redesigned tool for documenting your applications

Use the newly designed Document Application tool to generate application profile documents, application documents, and specification documents. The Document Application tool provides a streamlined landing page for all document types, including custom templates, and replaces the Application Document wizard.

For more information, see Document Application tool and Enhancements to the Direct Capture of Objectives.

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.

Improved experience when building an IVA and Email Bot in App Studio

Build your Pega Intelligent Virtual Assistant™ (IVA) and Pega Email Bot™ while working only in App Studio. This approach makes the design process easier and more intuitive, and saves you time. You can now modify the advanced text analyzer configuration while working in App Studio. In addition, if you have access to Dev Studio, you can edit the text analyzer rule from App Studio for your chatbot or email bot by clicking a link to open the settings in Dev Studio.

For more information, see Adding a text analyzer for an email bot and Adding a text analyzer for an IVA.

Triage cases archiving in the email bot (Pega Cloud Services)

For Pega Platform™ that is installed in Pega Cloud^® Services, you can configure Pega Email Bot™ to archive resolved triage cases that are older than a specified number of days. Archiving triage cases improves the overall performance of your system by reducing the primary storage consumption and cost because the system places such resolved triage cases in a secondary storage.

For more information, see Archiving resolved emails for an email bot (Pega Cloud Services).

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.