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Additional preparatory configuration

Updated on May 10, 2021

Configure the additional settings required to ensure that Voice AI functions properly.

Pega Sales Automation Implementation Guide
  1. Ensure that an open ruleset is available in your highest application.

    Note: The Voice AI channel is created in this ruleset.

  2. Add any case types that you want Voice AI to suggest to the Cases & Data tab of the rule form of the implementation application.

    Note: Unless a case type is listed on the Cases & Data tab, the case type is unavailable for selection in the Voice AI channel configuration.

  3. If your implementation application uses a different portal than the default Pega Sales Automation user portal, add all the scripts and styles that are defined in the Pega Sales Automation user portal to your portal.

    Note: If the implementation application does not include the necessary scripts and styles, Voice AI might not function properly.

  4. Add the VoiceAI:CSR role to the access group of the sales representatives.
    This step is necessary for sales representatives to connect to the Voice AI desktop app and receive Voice AI suggestions during calls.
    For more information, see Adding a role to an access group.
  5. Enable integration with Pega Knowledge by navigating to AdministrationToggle Settings in the user portal, selecting the Enable knowledge management checkbox, and then saving the change.
    For more information about knowledge management, see Pega Knowledge.
  6. In the navigation pane of Dev Studio, under RecordsSysAdminApplication Settings, click the VoiceAITranscriptURL rulename (setting purpose), and then enter the transcript URL for each Pega applicable server deployment type.

    Note: Ensure that there are no trailing slashes to the URL.

  7. Define the entities that are specific to your organization in Pega Platform natural language processing (NLP) to expand the scope of the NLP engine beyond common system entities such as country codes, which it recognizes by default.
    For example: If you manufacture cars, enter your car models into Pega Platform NLP so that it recognizes and populates the names of the models in case fields during calls with customers.

Tags

Pega Sales Automation 8.7

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