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Defining topics for text analysis for an email bot

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Define topics in Pega Email Bot™ so that the system determines the correct email subject by analyzing email content through natural language processing (NLP) and adaptive analytics text analysis models. Defined topics help the email bot detect and organize suggested responses and suggested cases in the system.

For example, when users send a request for a bank loan to the email bot, the system correctly detects that the subject of the email relates to a bank loan. As a result, to help immediately address the issue during email triage, the email bot can automatically suggest a top-level bank loan case in your application to customer service representatives (CSRs).

You can configure multiple languages for the email bot by setting up text analysis for each language separately. This ensures that the system performs text analysis of email in the correct language that is detected. For more information, see Creating an Email channel.

All suggested cases that you define in the system are topics.
  1. In the navigation pane of App Studio, click Channels.

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

  3. In the Email channel, click the Behavior tab.

  4. In the Text Analyzer section, click Edit topics for the text analyzer that you want to edit.

  5. In the Edit topics window, click Add item.

    A topic is the general subject, the intent of an email that the system detects using text analysis.
  6. If you configure multiple languages for the email bot, in the section in the Edit topics window, click a language.

    The supported languages are displayed on a vertical tab. When you add a new topic or edit an existing topic, you can switch between the languages by clicking the name of a language.
  7. In the table columns, specify a topic and matching criteria:

    • In the Topic field, enter the natural language processing topic for the email bot to use as the response. The NLP text analyzer determines the topic based on criteria that matches exactly, matches approximately, and or never matches the user input.
    • In the Approximate match field, to configure the email bot to look for approximate matches in the user input, enter words and phrases that you want to use, and then separate them with commas. For example, for an initial greeting responses, enter: hello, good morning.
    • In the Must match field, to configure the email bot to look for specific items in the email, enter words and phrases that you want to exactly match in the topic, and separate them with commas. For example, for initial greeting response, enter hi.
    • In the Never match field, enter comma-separated words or phrases to always ignore when matching for the topic. For example, for an initial greeting response to never match a goodbye greeting, enter bye.
    The following figure shows the configured topics for an email bot:
    The topic configuration for an email bot
    A list of configured topics for an Email channel.
  8. Optional:

    To configure additional languages for the topic, repeat steps 6 through 7.

  9. Optional:

    To add more topics for text analysis, repeat steps 5 through 8.

  10. Click Submit.

  11. Click Save.

The email bot uses text analysis to match content in the email body or attachments to a topic, a suggested case, or a suggested response.
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