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Setting up a Web Chatbot channel

To create Pega Intelligent Virtual Assistant (IVA) for Web Chatbot, you must configure a Web Chatbot channel. Through an IVA for Web Chatbot users can send text messages in the chat window of a web page to interact with a Pega Platform application, for example, to create a case to inquire about a car estimate or to book a flight.

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

  2. In the Create new channel interface section, click Web Chatbot.

  3. In the Channel interface name field in the Details section, enter a name for your Web Chatbot channel.

  4. Optional:

    To describe the purpose of the channel, in the Description field, enter a short description about your IVA for Web Chatbot.

  5. In the Web Chatbot channel, click the Connection tab.

  6. In the Template operator ID list, click the name of an existing Pega Platform operator to use as the template.

    This value is used as a template from which all accounts are created. Each account has a unique Web Chatbot identifier set as its ID. For more information, see Template operator for IVA channel.

  7. Click Save.

Embed a chat window on a web page for a Web Chatbot channel. For more information, see Embedding a chat window for the Web Chatbot channel.

  • Creating a Web Chatbot channel

    Create Pega Intelligent Virtual Assistant (IVA) for Web Chatbot so that users can interact with a Pega Platform application to answer questions, report an issue, or step through a process by sending messages in an embedded chat window. For example, with the IVA for Web Chatbot, users can create a case to inquire about a car price estimate or book a flight.

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