How to enable Pega Webchatbot in the portal

Pega-as-a-Service Knowledge Share
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1

This is a step by step process how to create Pega webchatbot and how to enable the same in the Pega portal.

How to create WebChatBot in Pega (PE 8.7)

  1. Create a Case Type WebChatBot.
  2. Create a Digital Messaging channel (MyWebChat) in App Studio.
  3. Download Pega AppFactory from Pega Marketplace & import the same in your application.
  4. Add the rulesets AppFactory and AFChatBot.
  5. Save As the sections AppFactoryChatBot in your application.
  6. Save As the section EmbeddedAFChatbot in your application.
  7. Update the Embedded section with the botid of your application.
  8. Save As PortalNavigation rule in your application.
  9. Add an embedded section - AppFactoryChatBot section.
  10. Log off and Login and get the chat icon at the bottom right corner.

For more details - click the link below

https://mypegapoc.com/2022/05/webchatbot-in-pega-8-7/

2

@Deba2512 Hello! My name is Amit Patel and I am one of people responsible for the engineering of the Digital Messaging product. We saw your post here and the follow on tutorial using the Pega App Factory. We love to see this sort of innovation and the willingness to share with the Pega community.

For anyone else that would look to follow these tutorial and implement the Chatbot in this manner, I just want to issue a word of caution. The Chatbot preview pane is not meant to be used outside of the channel authoring harness. It is meant to help you verify your flows and responses are working as expected. It’s also helpful to update your NLP configuration and train your machine learned models.

Given all this, it’s very much possible that Pega might make changes to this section or underlying infrastructure without notice, which may break any implementations that have been built on top of this. Instead of this, we would highly suggest looking into using the OOTB Web Messaging functionality. This will ensure that your applications and deployments are supported into the future.

Best,

Amit

3

@Amit_Patel Hi I can see all the blogs how to configure chat bot, but where as I want to know from which version of PEGA we can adopt this chatbot feature for both on-premise and cloud..could you or anyone can help me here please.

4

Hello @DASARIA16788135 ! The Digital Messaging channel that includes Web Messaging chat is available for both on-premise and cloud, for Platform/Customer Service versions 8.4 and later.

You can find more info on the channel capabilities and how to configure here:

To request the credentials required to enable the channel, please reach out to your Pega Account Team contacts to begin the qualification and provisioning process.

Kind regards,