I am trying to create a case summarization using Connect GEN AI rules in the community edition. The prompt is very simple as mentioned below.
Your task is to access the case with ID {.pyID} and check the {.VisitorName} and {.PaymentOptions} selected. Suggest if this can be improved.
On running the Connect Rule in App studio I am getting below error. ”I appreciate you reaching out, but I need to clarify something important: **I don’t have the ability to access any case management systems, databases, or files** — including a case with ID E-7001.”
I checked Autopilot and its able to create artifacts like cases and data models etc. Please suggest if this is achievable in Community edition and any configuration that needs to be performed.
Hello Chaitanya, This is the expected behaviour with a connect Gen AI rule.
Assume that any connect Gen AI interaction is a simple request going to external LLM, say GPT or Gemini and they think based on your text and respond back with a more generic knowledge.
They can’t access the case residing in your Pega Database.
If you want the LLM’s to think based on your case data there are only 2 options
Pass all the key fields in the text, instead of sending the case id which is meaningless for LLM
Use an Agent rule instead and equip it with relevant tools so that LLM has access to all the needed info.
Thank you @Murali.Krishnan.D and @Fernando_Diaz for providing a clear understanding on the Connect GEN AI rules. Creating an agent did help to summarize the case.
