How to correctly configure a Pega GenAI Agent to perform an automatic Stage Jump (Change Stage) in a Case Lifecycle?

General
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1

I am attempting to use Pega Gen AI Agents to automate a transition between stages in my case type. Specifically, I want the Agent to move a case from the Stage 1 stage directly to the Stage 3 without manual intervention.
I have given the Agent Prompt to move form one stage to another with guadrials and Response style and tones
In tool option I have given the data page call an activity that calls my required flow.
Scenario: The Case is created via email and fields are filled with help of doc AI. Now i want the agent to move the case form Stage 1 to Stage 3 automatically.
I have called the agent in activity Call pxConnectToAIAgent. in preprocessing activity after doc extraction.
So when the case created from email and when i open the case it should sit in Stage 3 automatically with help of agent (based on the extracted data it should move to stage 3)

Thank You

2

Hi, are you explicitly using Obj-open-by-handle using the pzinskey of the case? cause the key should be passed as a param to the tool to ensure pxChangeStage (consider using instead of calling the flow, if not already being implemented ) method is acting on the correct persistent case. Also check if the changes of the previous stage is committed. without committing previous changes if system tries to trigger new stage then conflict may happen and transition may fail.

3

Technically, you can use the when rules to skip the stages if you have the enough infromation that’s been collected through Agent.

Assume on Stage1, you trigger the agent rule and once the agent response is successful, then you skip the stage 2 and move forward with stage 3 based on when rules.