Conversation

Eclantiqx
IN
Last activity: 21 Jun 2025 3:17 EDT
Seamless Invocation of Automation Agent from Conversational Agent for Document Extraction
Use Case: We’re exploring the use of Pega Blueprint and Predictable AI to build a user-friendly process where a user can create an expense order by simply uploading an invoice in a conversational interface.
What We Want to Achieve: We want the Conversational Agent to:
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Accept an invoice document upload,
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Understand the user's intent ("Create Expense Order"),
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Seamlessly trigger an Automation Agent to perform document extraction using Pega’s IDP or integrated OCR,
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Auto-populate the extracted data into the
ExpenseOrder
case, and -
Confirm the result back in the chat thread for user validation.
Current Gaps / Clarification Needed:
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Is this end-to-end experience available out-of-the-box in Pega Blueprint (Conversational → Automation → Document Extraction → Case)?
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If not fully available, what are the recommended components to be wired manually?
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Can this integration be templated as a reusable pattern in future Blueprint releases (e.g., for expense processing, claims intake, onboarding, etc.)?
Enhancement Suggestion: Introduce a Blueprint template or pattern where:
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A Conversational Agent can directly invoke an Automation Agent, especially for document-based workflows.
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Document upload and data extraction is a plug-and-play step.
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Include default mapping for common document types (Invoices, Receipts, Purchase Orders) to speed up implementation.
Benefit: This would significantly reduce time-to-value for common automation scenarios and enhance the composability and reusability of Predictable AI agents across business domains.
Looking forward to your guidance or roadmap input on this feature.