Integrating Knowledge Buddy with Pega Knowledge

General
, , , ,
1

I have created the Knowledge Buddy and Pega Knowledge app in 24.2 lab instance. I followed the following article to integrate both the applications, but still not able to automatically ingest the content that I have created in the knowledge portal into the knowledge buddy.

Knowledge Buddy with Pega Knowledge

Getting the error ‘Failed to reindex the article text into Knowledge Buddy’, when I try to manually sync the published articles.

What other steps need to be followed for the content to get automatically ingested into the Knowledge Buddy application?

2

@UtsabBora1998faced similar issue on deep diving found out its issue with vector indexing, please install pgvector on pegalab instance . or check if the Oauth creds are properly working or not thats what I traced during ingestion.

3

@UtsabBora1998 please can you confirm if your issue is resolved?

Did you carry out a key word PSC search?

Pega Knowledge Buddy on a Trial (Lab) Environment

Error while using Pega Knowledge Buddy Gadget (Constellation - Community Edition)

Unable to find Knowledge Buddy chat icon and Ask Buddy widgets in the Knowledge Buddy portal (Pega Labs)

“If you are licensed then you will be provisioned with a vector store service which is a requirement for using Buddy. If you are licensed, please file a ticket with support. Note: Buddy ONLY works on a Cloud-3 instance. There is no other place to install a buddy and have it supported”.

If you can provide the solution in a reply and mark it with 'Accept Solution’ that would be appreciated.

Below is a GenAI-powered answer. All generated answers require validation against the provided references.

This is the systematic approach to resolve the “Failed to reindex the article text into Knowledge Buddy” error (for users provisioned with a vector store service and with valid license):

Here are the steps you should verify and complete in sequence:

  1. Verify Indexing Configuration
    • Open your Pega Knowledge application
    • Navigate to Settings > Configurations > Knowledge management – AI Settings
    • Locate the “Enable indexing” setting
    • Click the Gear icon and ensure it is set to True
    • Important: Do not modify the default Index name value
  2. Check Dynamic System Settings
    • Verify that the KnowledgeBuddySvcURL dynamic system setting is configured correctly
    • This setting is crucial for establishing proper connectivity between the applications
  3. Perform Complete Synchronization
    • Log into the Knowledge portal with administrator credentials
    • Navigate to Knowledge > Taxonomy in the left navigation pane
    • Select the Article Synchronization tab
    • Click “Sync all”
    • In the Sync all dialog box:
      • Make sure to select the checkbox to re-index articles into Knowledge Buddy
      • Click Submit to start the process
  4. Verify Permissions
    • Ensure that the articles have the correct role-based security settings
    • Check that your user account has the necessary permissions to perform the synchronization
    • Verify that the service account used for the integration has appropriate access rights
  5. Monitor the Process
    • After initiating the sync, monitor the process for any specific error messages
    • Check the logs for additional details about the failure if it occurs again
    • The synchronization process should update all articles with category information and role security

For automatic ingestion to work properly going forward:

  • New articles published in the Pega Knowledge Authoring Portal should be automatically ingested into Knowledge Buddy
  • The system can also ingest articles at various points during the normal Pega Knowledge workflow
  • This ensures that Knowledge Buddy stays current with the latest information from Pega Knowledge

References