Welcome to the Pega GenAI Cookbook—a series of practical tutorials designed to help you unlock the full potential of Pega GenAI in real-world case management scenarios. Our goal is simple: boost productivity, streamline workflows, and empower knowledge workers by embedding AI-driven intelligence into every stage of case management. In this series, you’ll learn actionable techniques to:

• Accelerate case resolution with GenAI Connect
• Automate document processing using Pega DocAI
• Orchestrate intelligent agents with Agentic AI
• Deliver guided, consistent answers with Pega Coach

Stay tuned for step-by-step recipes that make implementation easy and impactful.

You need to learn some foundations on Pega Gen AI and LLMs before starting with hands on examples? Take a look on 🔥🔥🔥 Pega GenAI Cookbook series (will be published soon).

⚡ GenAI Connect

Deliver intelligent assistance directly within workflows, enabling knowledge workers to access insights and automation without leaving their tasks. It ensures faster, safer interactions by embedding AI securely into business processes.

• Effortless Intelligence in the Flow
• Pega GenAI Prompt Redaction

📄Pega Doc AI 

Leverage Pega GenAI to automate document processing at scale, reducing manual effort and improving accuracy. It extracts, validates, and organizes data from complex documents to accelerate workflows.

• Next‑Level Document Automation
• Streamline Processing

🤖 Pega Agentic AI(Agents)

Embed reasoning and orchestration into case workflows, enabling systems to plan steps, select tools, and resolve cases efficiently. It also powers self-service portals, guiding users through processes seamlessly for faster outcomes.

• Agentic AI in Case Workflows
• Agentic AI in Self‑Service Portals
• Chat with Your Data 
• Pega Agents Trigger Case Types and Guide Users to Outcomes
• Configure Data Pages in the Pega Knowledge Tab

👟Pega Coach

Provide guided, consistent answers to help users resolve cases quickly and accurately. It acts as an interactive assistant, reducing complexity and improving efficiency in case management.

• Guided, Consistent Answers for Faster Case Resolution

✨General

The General section covers broad GenAI capabilities that enhance flexibility and efficiency across workflows. It includes features like dynamic case handling, intelligent guidance, and streamlined processes to support diverse business needs without rigid configurations.

• Pega GenAI Ad Hoc Cases for Exception Mastery
• Data Transforms to Minimize Token Consumption