Conversation
Pegasystems Inc.
US
Last activity: 28 Jan 2026 10:31 EST
What If...Voice to Text to Blueprint?
Hey Experts, When leading blueprinting sessions with clients and subject matter experts the conversation always moves from low to high complexity or detail naturally. When the detail peaks the cognitive load on the solution designer is very high and some details are inevitably lost. Specifically, the problem I've experienced is when the client SME goes into important detail on a stage, step or other and we miss most of the detail and it takes 3 or more questions and answers to properly document the note in the BP. What if...a voice to text solution or bot signed into your collaboration session and reduced cognitive load by summarizing the conversation into a succinct point that can be modified by the solution designer. What do you think?
Pegasystems Inc.
US
@MAUEC-1 I agree that when we get into discussion of the business problem and what is needed, it is often hard to keep up with what is being said to know how to adjust the blueprint. In discovery calls prior to blueprint sessions, and if remote, there is the capability to record (if agreed upon) and to them summarize key information to feed into an initial Blueprint but we still lose the capability while in Blueprint. I love the idea of some way to turn on a voice-to-text summarization within blueprint.
Pegasystems Inc.
US
@MAUEC-1
Chris, I love “what ifs” keep them coming! And thank you for tossing this one into the greater community.
We actually ran into this exact scenario last week, and,like Kate,our solution was to record, and use effective prompting(Co-pilot) to take the summarized notes from the recording and have AI cleanly summarize the requirements. The cognitive load during deep‑dive blueprint discussions is very real, especially when the conversations shift from “big picture” to “let me tell you every exception path".
Your idea of having a voice‑to‑text bot sitting in the session to auto‑summarize? 👏 @oswam - Enhancement?
Honestly, that’s good. It reduces the “scribble panic” for the solution designer and ensures those rich SME nuggets don’t get lost in the chaos.
Overall, Copilot did a really nice job for us, took what would have been three rounds of clarification and distilled it into a crisp, editable requirement. Prompt kuddo's go to @BAKEK1 . She can post the prompt we used here so others can take it for a spin. Hope it proves just as helpful for you!
Keep the innovation flowing…these “what ifs” are how we level up as a community.
Pegasystems Inc.
US
Adding my perspective!
This topic is so relevant to how we run discovery and Blueprint sessions today. A voice‑to‑text summarization capability built directly inside Blueprint would be a game‑changer for anyone facilitating requirements with clients — especially when conversations move quickly from high‑level to deep‑dive details.
Here’s why it would deliver immediate value:
- Lowers cognitive load when solution designers are juggling listening, interpreting, documenting, and validating in real time.
- Preserves SME‑level nuance, especially when exception paths and variations surface organically.
- Reduces re‑work by keeping complex details from being lost, mis‑remembered, or captured too late.
- Enables real‑time Blueprint shaping, instead of relying solely on post‑session cleanup.
Recently, I used Copilot to refine an existing Blueprint that had been created as a quick proof of concept. The transcript summarization let us transform rough notes into clear, structured, Blueprint‑ready requirements without multiple clarification cycles.
Since Christine mentioned it, here’s the prompt I used for refining an existing Blueprint:
Adding my perspective!
This topic is so relevant to how we run discovery and Blueprint sessions today. A voice‑to‑text summarization capability built directly inside Blueprint would be a game‑changer for anyone facilitating requirements with clients — especially when conversations move quickly from high‑level to deep‑dive details.
Here’s why it would deliver immediate value:
- Lowers cognitive load when solution designers are juggling listening, interpreting, documenting, and validating in real time.
- Preserves SME‑level nuance, especially when exception paths and variations surface organically.
- Reduces re‑work by keeping complex details from being lost, mis‑remembered, or captured too late.
- Enables real‑time Blueprint shaping, instead of relying solely on post‑session cleanup.
Recently, I used Copilot to refine an existing Blueprint that had been created as a quick proof of concept. The transcript summarization let us transform rough notes into clear, structured, Blueprint‑ready requirements without multiple clarification cycles.
Since Christine mentioned it, here’s the prompt I used for refining an existing Blueprint:
You are a senior Pega Business Architect helping me convert a meeting transcript into a Pega GenAI Blueprint–ready draft.
Context:
- Audience: Fusion team (business + IT) designing a Pega app.
- Output must be structured for Blueprint and easy to paste/edit.
Tasks:
1) Summarize the business problem, goals, KPIs, constraints (compliance/security) as “Application context”.
2) Identify case types; list primary + alternate stages for each.
3) For each stage → enumerate steps. For each step include:
- Purpose (what outcome this step achieves)
- Persona/role + channel
- Inputs (fields) and data sources (system of record/lookups)
- Business rules/decision logic (tables, thresholds, validations)
- Outputs/artifacts (letters, emails, cases, updates)
- SLAs and routing/escalations
4) Capture exception paths (triggers, handling, compensating actions), and note unresolved questions.
5) List data objects/entities with attributes, relationships, and where they come from.
6) Note integrations (APIs, events) and non-functional requirements (audit, privacy, resiliency).
7) Produce a RAD/ORAD list (Risks, Assumptions, Decisions + Open questions) with owners.
8) Provide a short “Changes since last iteration” if a previous draft is supplied.
9) For traceability, cite transcript timestamps for each key requirement.
Style:
- Use Blueprint section headings, tight bullets, and neutral language.
- Call out ambiguities; don’t invent facts.
- End with “Next actions” mapped to owners/dates.
I noted that I used this prompt to refine an existing blueprint, but there is no reason why this same prompt couldn't be used to start a fresh blueprint as well. Hope this is helpful. Happy Blueprinting!
Pegasystems Inc.
US
I think this would be nice if it could work with the vibe coding capabilities they are planning on adding. Instead of having to key in what we want to change, being able to speak to what changes need to be made.