AI Placement Series Deep Dive: The Application Agent

In this session of the Predictable AI Placement series we walk through a deep dive on the Application Agent and how it enables conversational, agentic workflows driven directly by case design.

Using a compliance audit scenario, we show how an application agent can:

  • Identify the correct case type through natural conversation

  • Read assignments directly from the case design

  • Collect required information conversationally

  • Progress the case until it is handed off to another user or work queue

The session demonstrates how this all starts in Pega Blueprint, where high‑fidelity case designs are created and previewed using conversational self‑service. You’ll see how importing a blueprint automatically creates an application agent along with case type tools, including descriptions and suggested phrases that help the agent determine the right workflow at runtime.

We also show how the same agent can be:

  • Tested immediately in App Studio

  • Exposed through an employee portal

  • Embedded into web self‑service for external users

Along the way, we highlight how application agents can be extended beyond simple data collection to include business rules, decisioning, Process AI, and step agents—enabling more dynamic and responsive workflows.

This session is part of an ongoing series that explores the five AI placement patterns, with upcoming deep dives into the Doc Agent, Step Agent, Assignment Assist Agent, and GenAI Connect.

The Application Agent in Pega enables users to start and complete cases through natural conversations by using the case design created in Pega Blueprint. It automatically identifies the correct case type, collects required information, applies business rules, and moves the case through the workflow until it reaches the next user or work queue. This provides a faster, more accurate, and consistent case management experience.