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Pegasystems Inc.
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Last activity: 15 Jan 2026 3:11 EST
Speed Up Self‑Service: Pega Agents Trigger Case Types and Guide Users to Outcomes
Improve the accuracy of Agent responses and define which automated actions an Agent can perform by associating the Agent Rule with Tool Rules. To support users across various scenarios, you can associate multiple Tool Rules with a single Agent Rule. Use knowledge Tool Rules to source information from Data Pages and buddies and action Tool Rules to run Automations and Flow Actions. You can also use Tool Rules that Pega Platform™ provides by default to accelerate application development.
Define CaseTypes for an Agent
- In Dev Studio, open the navigation pane and click Records.
- Expand the Generative AI category, and then click Agent.
- In the list of Agent instances, click the Agent you want to configure.
- Open the Case Types tab and click Add.


Demo: The demo covers the following use cases.
1. Spinoff a Loan Application Case - Guided workflow for the users to complete the assignments.
2. Spinoff a Claim Case from Attachments. The agent extracts the attachment content and gets displayed to the user to start with the Case creation.
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