Setting up the IVA for Twitter

For users to chat with Pega Intelligent Virtual Assistant (IVA) using Twitter, configure the Unified Messaging channel in integration manager. By performing this important task you ensure that users can access your application to report issues or request help through Twitter.

Before you begin: Perform the following tasks:
You use the integration manager on the Connection tab of the Unified Messaging channel to configure individual social channels from one place in a Pega Platform application.
  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 Unified Messaging channel.
  3. In the Unified Messaging channel, click the Connection tab.
  4. Click Integration Manager.
  5. In the Manage Accounts Dashboard window, click the Twitter icon.
  6. On the Twitter Accounts page, click Authorize New Twitter Account.
    This action ensures that you give permission to your Twitter account to send and receive messages on behalf of the IVA channel.
  7. If you are not signed on to your Twitter account in the browser, log in to your account:
    1. On the Twitter login page, enter the email address and password for your Twitter account.
    2. Click Log In.
    Result: The window displays information that your Twitter account is now linked to your Unified Messaging channel.
  8. Optional: To return to the Manage Accounts Dashboard window, click the Home icon.
  9. Optional: To display a list of configured social messaging channels for the IVA for Unified Messaging, click Refresh, next to the Integration Manager button.
  10. Close the browser window, and then in the Unified Messaging channel, click Save.