Turn everyday workflows into intelligent, effortless experiences with Pega GenAI—embedded directly in Pega Platform. With GenAI Connect, you can put AI where it delivers immediate value: instantly summarizing complex cases for customer service reps, generating clear checklists of required documents, and populating your data model with structured, trustworthy outputs. It’s fast, governed, and designed to work the way your business works.

Configure a Connect Generative AI step right in App Studio. Start with a prompt—the instruction sent to the Pega GenAI engine. Create a prompt tailored to the step or reuse one from Dev Studio to stay consistent across your application.

Pega GenAI returns results in three optimized formats, with automatic mapping to your data model:

• Structured – Single: A concise paragraph or a single field-value pair, mapped directly to a field.
• Structured – List: A bullet list of fields and values, mapped to an embedded data list.
• Unstructured: Longer or complex output (for example, JSON). Map this to a Text (paragraph) field.

Step by step: Build and use a GenAI Connect rule

1. App Studio: Open AI Designer and select GenAI Connect. On older versions, use Dev Studio.
2. Create a new GenAI Connect rule.
3. Choose the class, then provide a clear name and description that captures the intent of the rule.
4. Let Autopilot generate system and user prompts based on your description, or refine them manually.
5. Select the response structure you need (Single, List, or Unstructured).
6. Configure the properties and mappings so outputs land in the right fields.
7. Save the rule.
8. Open your case workflow, add an Automation step, and choose your GenAI Connect rule.
9. Configure the rule settings within the workflow.
10. Test the end-to-end flow to validate prompts, mappings, and user experience.

How to configure temperature (response variability)

• Temperature controls randomness and creativity. Lower values produce concise, conservative answers; higher values produce more diverse, creative responses.
• Before you begin: Create a GenAI Connect rule.
• In Dev Studio, navigate to Records > Generative AI > GenAI Connect.
• In the Instances table, click the service name of the GenAI Connect rule you want to edit.
• Open the Advanced tab.
• In the Temperature section, choose a value with the Temperature slider.
• Click Save.

Use cases shown in the demo:

• Auto-generate an acknowledgment letter using data captured during the case workflow.
• Automatically calculate mortgage payment scenarios with GenAI Connect—showing monthly payment, total interest, and total cost over the full loan term for a requested loan amount across different APRs.

Trust, control, and global reach Pega GenAI Connect includes built-in safeguards and conveniences:

• Mask sensitive data during the request and response cycle.
• Automatically adapt response language to the user’s locale.
• Map outputs to target fields and expose them in the UI so users see the right information at the right time.

With Pega GenAI, you get enterprise-grade automation powered by AI—governed, secure, and tailored to your business in just a few clicks.

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