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Pega Intelligent Virtual Assistant overview


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Pega Intelligent Virtual Assistant (IVA) is a chatbot technology that interacts with an application by sending and receiving text messages from users, in a simple question and answer form. By interacting with an IVA through various social messaging platforms, users can resolve issues or address questions and other concerns. For example, to speed up business processes, users can request more details about a subject and open a case in the system.

Different types of users interact with an IVA for an application. A channel developer creates an IVA channel, configures its behavior, and trains data for the system. Customer service representatives (CSRs) and managers then use the Unified Messaging Desktop application or the Pega Customer Service portal to efficiently address the reported issues or other user requests. A channel administrator troubleshoots and upgrades the IVA so that the system runs correctly and smoothly. End users are customers that interact with an IVA in a production environment by sending text messages to report issues or to ask for help.

IVA components

An IVA that a channel developer builds and configures in a Pega Platform application consists of the following key features and components:

Pega Intelligent Virtual Assistant components
Social messaging platform
A way for users to interact with an IVA channel and a Pega Platform application to report an issue or resolve a problem. Users can choose Apple Business Chat, Facebook Messenger, MMS/SMS (Twilio), Twitter, or WhatsApp Messenger as the social messaging platform for a Unified Messaging channel. For more information, see Unified Messaging channel overview.
Text analysis
A capability of an IVA that permits the system to examine the content of a chat text message by using natural language processing (NLP), adaptive analytics, and artificial intelligence to interact with a user in a natural, conversational manner. The IVA can detect the general subject matter of the email (topic), text that falls into a common category (entities), sentiment, and language in the message by using text analysis. To perform text analysis, a channel developer first defines text analyzers for the IVA, for example, Pega NLP or iNLP. Next, a channel developer trains the data for the IVA in the preview console, so that the system knows how to correctly analyze and interpret content from chat text messages. For more information, see Understanding text analysis and Configuring text analyzer settings.
Channel behavior
The built-in artificial intelligence and text analysis capability of an IVA that ensures that the system responds correctly and promptly to users in a chat conversation. Channel developers define the channel behavior of an IVA by adding a conversation to a case type, adding case and responses commands to the system, and configuring text analyzer settings. Channel developers can then continue to improve the channel behavior by simulating a conversation in a preview console, training sample data, and rebuilding the text analytics model. For more information, see Defining conversational channel behavior.
Preview console
A built-in panel in the IVA that channel developers can use to verify whether the chatbot works correctly by simulating a conversation before moving the system to a production environment. By making changes to the channel configuration and training data in a development environment, channel developers can rebuild the text analytics model to improve the text analysis and artificial intelligence of the IVA. For more information, see Simulating a conversation and building a chatbot.
Unified Messaging Desktop
A customer service solution that is integrated with a Pega Platform application and an IVA. CSRs and managers use the Unified Messaging Desktop application to respond to user requests in a simplified and more consistent manner. The system automatically escalates reported issues from users by using case processing, text analysis, and artificial intelligence.

  • Implementing an Intelligent Virtual Assistant for a conversational channel

    Provide users with convenient chat functionality from anywhere with a Pega Platform application by sending text messages or using voice commands in a simple question and answer form. For example, users can interact with Pega Intelligent Virtual Assistant (IVA) to report an issue, open a case, or get help.

  • Conversational channel user roles

    Pega Platform users with different roles create, train, and build Pega Intelligent Virtual Assistants (IVA) and Pega Email Bots, as well as triage cases. For example, a channel developer creates an Email channel and builds its behavior, by training the text analytics model to better detect the correct topics, language, sentiment, and entities. Once the email bot is in a production environment, a customer service representative (CSR) then triages the cases so that customer emails are promptly and correctly addressed.

  • Conversational channels

    Conversational channels help organizations reach additional users of their enterprise applications. With conversational channels, users can seamlessly interact with a Pega Platform application to obtain help, request a service, and report or solve an issue by using Facebook Messenger, an embedded chat window, Amazon Alexa, or email.

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