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Setting up the IVA for Twitter

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For users to chat with Pega Intelligent Virtual Assistant (IVA) using Twitter, configure the Unified Messaging channel in integration manager. By performing this important task you ensure that users can access your application to report issues or request help through Twitter.

Perform the following tasks:

You use the integration manager on the Connection tab of the Unified Messaging channel to configure individual social channels from one place in a Pega Platform application.

  1. In the header of Dev Studio, click the name of the application, and then click Channels and interfaces.

  2. In the Current channel interfaces section, click the icon that represents your existing Unified Messaging channel.

  3. In the Unified Messaging channel, click the Connection tab.

  4. Click Integration Manager.

  5. In the Manage Accounts Dashboard window, click the Twitter icon.

  6. On the Twitter Accounts page, click Authorize New Twitter Account.

    This action ensures that you give permission to your Twitter account to send and receive messages on behalf of the IVA channel.

  7. If you are not signed on to your Twitter account in the browser, log in to your account:

    1. On the Twitter login page, enter the email address and password for your Twitter account.

    2. Click Log In.

    The window displays information that your Twitter account is now linked to your Unified Messaging channel.
  8. Optional:

    To return to the Manage Accounts Dashboard window, click the Home icon.

  9. Close the browser window, and then in the Unified Messaging channel, click Save.

  • Unified Messaging channel overview

    You create and build a single Unified Messaging channel to ensure that users can interact with your application through multiple social messaging platforms as Pega Intelligent Virtual Assistant (IVA). The Unified Messaging channel is quick to create and configure, giving the user a completely new experience. In addition, the Unified Messaging channel makes maintenance of the conversational capability of an IVA much easier.

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