GenAI - Cookbook - Recipes

Welcome to the GenAI Cookbook—a series of practical tutorials designed to help you unlock the full potential of Pega GenAI in real-world case management scenarios. Our goal is simple: boost productivity, streamline workflows, and empower knowledge workers by embedding AI-driven intelligence into every stage of case management. In this series, you’ll learn actionable techniques to:

  • Accelerate case resolution with GenAI Connect
  • Automate document processing using Pega DocAI
  • Orchestrate intelligent agents with Agentic AI
  • Deliver guided, consistent answers with Pega Coach
  • Provide curated organizational knowledge content with Knowledge Buddy
  • Highlight benefits of modular agents using Agent Modualarization

Stay tuned for step-by-step recipes that make implementation easy and impactful.

You need to learn some foundations on Pega Gen AI and LLMs before starting with hands on examples? Take a look on :fire::fire::fire: GenAI Cookbook series (will be published soon).

:high_voltage: GenAI Connect

Deliver intelligent assistance directly within workflows, enabling knowledge workers to access insights and automation without leaving their tasks. It ensures faster, safer interactions by embedding AI securely into business processes.

:page_facing_up: Pega Doc AI

Leverage Pega GenAI to automate document processing at scale, reducing manual effort and improving accuracy. It extracts, validates, and organizes data from complex documents to accelerate workflows.

:robot: Pega Agentic AI(Agents)

Embed reasoning and orchestration into case workflows, enabling systems to plan steps, select tools, and resolve cases efficiently. It also powers self-service portals, guiding users through processes seamlessly for faster outcomes.

:rocket: Pega Knowledge Buddy + Agentic AI(Agents)

This article shows how to configure Pega GenAI Knowledge Buddy and the Conversation Agent to deliver grounded, context-aware answers and orchestrate actions using agentic AI. With practical governance tips, you’ll turn Knowledge Buddy into a “magic compass” that boosts self-service, consistency, and resolution speed.

:collision: Pega Coach

Provide guided, consistent answers to help users resolve cases quickly and accurately. It acts as an interactive assistant, reducing complexity and improving efficiency in case management.

:eight_pointed_star: Agent Modularization

The article outlines a modular approach to building agent-based systems where a central orchestrator manages the overall workflow and delegates specific tasks to specialized sub-agents. Instead of one all-in-one agent, capabilities are split into smaller, focused components that can be developed, updated, scaled, and secured independently.

:high_voltage:AI Agent API

Overview of Pega’s AI Agent APIs, explaining how to integrate and orchestrate AI agents in applications, manage stateful conversations and tool calls, and design intuitive, secure user experiences.

:military_medal: Agent 2 Agent (A2A)

Agent‑to‑Agent (A2A) in Pega is a governed pattern where Pega’s Agentic AI orchestrates multiple specialized agents, exchanging context and results to complete an end‑to‑end business outcome.

:shooting_star: Copilot

:glowing_star: MCP

:sparkles: General

The General section covers broad GenAI capabilities that enhance flexibility and efficiency across workflows. It includes features like dynamic case handling, intelligent guidance, and streamlined processes to support diverse business needs without rigid configurations.

24 Likes

@RameshSangilicongrats! It’s great breakdown of the Pega GenAI offering, and a fantastic starting point for getting started.

@RameshSangili Thank you for putting together and sharing such a valuable set of GenAI resources, it’s incredibly helpful for anyone looking to build real, practical skills. Your work makes it easier for all of us to stay ahead as Pega’s AI capabilities continue to evolve. We appreciate you, Ramesh.

@RameshSangili - I don’t see Knowledge Buddy in this list, is Pega deprecating KB?

@RameshSangili

Thank you for posting great article.

@RameshSangiliRameshSangili thank you for all the work that you have done in this space. Amazing materials on GenAI, Agentic AI. keep spreading the knowledge

@RameshSangili Thank you for posting these amazing articles with real examples - they have been incredibly helpful in understanding GenAI features in Pega.

@RameshSangili Appreciate you posting this informative article.

@RameshSangili “Fantastic news! Pega GenAI is transforming how we handle case management and customer engagement. You are in the right place at the right time. Congrats! :glowing_star:

@Atanu Sen I’m working on it. Tentatively about 2 weeks from now.

@Atanu Sentake a look here Knowledge Buddy: Mastering the Diagnostic Quality Chain | Support Center

We will be publishing more.

@RameshSangili Congrats! Nice content

@Atanu Sen

Knowledge buddy contents added today. Please reivew and let me know if you have questions.

Please find the bleow links for your reference.

@RameshSangili Fantastic explanation, i find this is very useful. Thank you @RameshSangili

Thank you @RameshSangili for sharing such a well-structured and insightful article on Pega GenAI. I really appreciated how you covered multiple topics and explained each concept with clear, practical examples. It made the content easy to understand and very useful. Great work!

@RameshSangili Great article to have. Thanks for the detailed explanation.

Well, I’m not sure what happened, but most of the links seem to have an issue — we’re unable to open them.

@GuiValino1984 The links to the article should be working now..

1 Like

@RameshSangili Thank you for taking the time to bring all of these concepts together. The way you’ve consolidated the capabilities and practical applications really helps in understanding how to leverage AI effectively within the Pega ecosystem.

Great work—this will be incredibly useful for anyone looking to take full advantage of GenAI in their Pega implementations.

1 Like