Testing email routing conditions

When you configure an Email channel, define routing conditions to improve the responses that Pega Email Bot provides to an email that you receive. Before training and moving the email bot natural language processing (NLP) model to a production environment, you can use the test console to verify all the routing conditions for intelligent email routing.

Before you begin:  Define routing conditions for the email bot based on email header content, NLP text analysis, or a when rule. For more information, see Adding a routing condition based on email header content, Adding a routing condition based on NLP text analysis, and Adding a routing condition based on a when rule.

You can test whether your email bot triggers the correct routing actions that you define for each routing condition case. In addition, you can verify sentiment detection.

  1. In the header of Dev Studio, click the name of the application, and then click Channels and interfaces.
  2. In the Current channel interfaces section, click the icon that represents your existing Email channel.
  3. In the Email channel, click the Behavior tab.
  4. Click Test.
  5. In the Test routing conditions window, verify a routing condition:
    1. Challenge criteria for a routing condition by entering the parameters of a sample email.
    2. Click Test.
    3. In the Outcomes section, verify that the correct action occurs for the routing condition.
      You can follow several guidelines if the outcome of a routing condition is not correct. For more information, see Troubleshooting email routing conditions.
    4. Click Close.
  6. Optional: To test all routing conditions, repeat step 5 for each routing condition.
What to do next: After verifying that each of the routing actions occurs when the criteria hold true, train the model for the email bot by using sample data. For more information, see Training the model for the Email channel.