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Configuring a chatbot

Updated on December 3, 2021

Pega Customer Service provides sample chatbot settings within the Digital Messaging interface or Legacy Webchat that help you quickly get started with the chatbot configuration. These pre-configured chatbot settings offer initial chatbot settings, so you don't have to configure the case types and responses once again. However, if you prefer not to use the pre-defined sample chatbot settings, you can configure the chatbot settings that suit your business needs. You can open a Digital Messaging interface or a Legacy Webchat interface that you created. This scenario is explained using a Digital Messaging interface.

Pega Customer Service Implementation Guide
  1. Log in to the Self-Service application with the administrator credentials.
  2. In the navigation pane of App Studio, click Channels.
  3. On the Channels landing page, open the interface for which you want to configure the bot.
    For example: You can open a Digital Messaging interface or a Legacy Webchat interface that you created. This scenario is explained using a Digital Messaging interface.
  4. On the Digital Messaging: <your Digital Messaging interface name> page, perform the following actions to configure a bot:

Tags

Pega Customer Service 8.7 Pega Customer Service for Communications 8.7 Pega Customer Service for Financial Services 8.7 Pega Customer Service for Healthcare 8.7 Pega Customer Service for Insurance 8.7

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