Unleashing the Magic of Pega Knowledge Buddy and Conversation Agent

User Experience
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The purpose of this use case is to support a user who wants to create a loan application and needs to clarify a few questions before proceeding. Instead of consulting multiple sources, the conversational agent and Knowledge Buddy surface the most relevant information in one place, enabling the user to make a decision without searching across multiple data sources.

    • Faster decision-making by getting all relevant answers in one place.
    • Reduced effort and time spent searching multiple sources.
    • Clear, consistent information that minimizes confusion and conflicting guidance.
    • Personalized, contextual answers based on the user’s situation and loan type.
    • Step-by-step guidance, including document checklists and pre-fill options, to streamline application completion.
    • Early eligibility/pre-qualification checks to avoid unnecessary applications.
    • Transparent explanations of rates, fees, terms, and trade-offs.
    • Fewer errors, leading to quicker approvals and smoother processing.

Knowledge Buddy - 3 contents added

    • Terms and Conditions
    • Loan Procedures
    • Checklist document

Demo:

https://players.brightcove.net/1519050010001/default_default/index.html?videoId=6388517695112

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@RameshSangiliRameshSangili, Thanks for the article. Can you please share the process how these documents are added to knowledge buddy ?

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@VenkateswararaoK

I’ll record the steps and share it early next week. It has couple of steps to add the edocuments to knowledge buddy.

In the meantime, pleaes check this out - Pegasystems Documentation

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@VenkateswararaoK Please find the article to add the contents to the Knowledge buddy