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Creating a service intent task flow

Suggest edit Updated on September 12, 2020

After you create a class that represents the service intent task, you must create a flow. The following two flows are available by default. You can use them as templates for adding new service intent tasks that suit your business requirements.

CSOfferAdvisor
A sample flow for single-offer recommendations.
CSOfferNegotiator
A sample flow for bundle negotiations.
  1. In the Dev Studio header search text field, search for and select the sample flow that you want to use, for example: CSOfferAdvisor
  2. Click Save as.
  3. In the Context section, select your custom Pega Retail Advisor application and your implementation layer ruleset.
  4. In the Apply to section, enter the name of the class that represents the service intent task that you created in Creating a class for the type of service intent task.
  5. Click Create and open.
  6. Optional: Edit the flow diagram to suit your business needs.
    For more information, see Creating a stand-alone process.
  7. Click Save.
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