My user sent an email which lead to the case creation. In the case I found some attachments are missing so I want to send an email to same mail thread. How can I achieve this. And after user reply back with the attachment or missed attachment the new attachment needs tobe added to the case. Is it feasible?
Hey @MANOHAR7991 , welcome to the community
!
Yes, this is feasible and PEGA has OOTB support to continue the same email thread, receive follow-up replies, and automatically add missing attachments to the existing case.
When a case is created from an inbound email, PEGA already has the email context (headers, message ID, sender).
-Use OOTB Correspondence / Data-Corr-Email (preferred in App Studio & Constellation).
-Key is to reply from the case instead of sending a fresh email.
-Ensure the following is preserved if your configurations (OOTB behavior):
In-Reply-To / Message-ID headers, or
Case ID in the subject, or
Tracking token in the email body
To add what @VikasT has already mentioned, in many implementations, the thread continuity is maintained by the Email Triage / EmailManager flow rather than the business case alone. So if your application uses a separate triage case and service case pattern, make sure the reply is sent from the thread-tracking entity and not as a detached outbound email. That is what preserves the correlation and allows the reply attachment to land back on the right case.
Also, verify the inbound attachment-processing path. Inbound emails can arrive with the attachment intact, but the case still needs the correct email-to-case processing and attachment linkage for it to show up on the existing case
@Will_Cho How to use Pega GenAI Connect to process incoming email and attached document:
@Will_Cho
Thanks for sharing this article. I tried implementing this requirement, and it is working fine. As you have used the SetEmailData Activity here, I also tried using a Data Transform to set the details from the ServicePage (Work-Channel-Triage-Email). Then sent it to the GenAI. It worked fine.
As an extension of this, I’m trying the following scenario:
"The user sends an email to Pega, and a business case is created from the incoming email.
If the user has not provided some required details or attachments, we need to validate the required fields and check whether the necessary attachments are present.
If any required information or attachments are missing, we will send an email to the user in the same email thread, using an Activity or Smart Shape.
When the customer replies to that email, the reply should be automatically attached to the same case. The required fields and attachments should then be verified again.
Once all the required information and attachments have been received and verified, we can proceed with case processing."
We don’t want to use the Forward or Reply buttons provided by the Email Thread component.
I would appreciate any guidance on the recommended approach or best practices for handling this scenario.


