@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.