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Published Release Notes

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This documentation is for non-current versions of Pega Platform. For current release notes, go here.

Support for the decisioning-enabled NLP text analyzer in IVAs and Email Bots

Valid from Pega Version 8.3

You can now use the new intelligent natural language processing (iNLP) text analyzer in Pega Intelligent Virtual Assistants™ (IVAs) and Pega Email Bots™. This advanced text analyzer is decisioning-enabled and empowers IVA or Email Bot for all conversational channels to provide smarter responses. The decisioning capability in the system integrates text analytics with strategies, prepositions, and interaction history, to provide the context for making better next-best-action decisions.

For more information, see Use the decisioning-enabled NLP text analyzer in IVAs and Email Bots, Defining advanced Facebook text analyzer configuration and Facebook channel behavior.

Upgrade impact

Existing channels remain with the current configuration, and their current functionality does not change. Channels created after the upgrade automatically use the new text analyzer.  

What steps are required to update the application to be compatible with this change?

The new text analyzer is enabled or disabled using a new interactive API (iAPI) selection, which is selected by default for new channels. You can disable the iAPI for new channels if you want to maintain current functionality. You can also enable it for existing channels if you want to move existing channels to the new functionality.

Upgrading to the secure threading mechanism for email bots

Valid from Pega Version 8.1

In Pega Platform™ version 8.6, Pega Email Bot™ includes a more secure threading mechanism to help track emails from customers and other stakeholders in separate threads for an email triage case.

Upgrade impact

If you upgrade from Pega Platform version 8.5 or earlier, in which you configured an Email channel, perform the following steps to ensure that your system uses the new secure threading mechanism:

  • Update the service email rule that the system uses to send an email reply as the initial acknowledgment.
  • Update the email reply template in the data transform rule that the system uses when a customer service representative (CSR) sends the reply.

For more information about creating an initial acknowledgment email and email reply template, see Creating outbound email templates. For more information about the secure threading mechanism, see Use a secure threading mechanism in emails.

What steps are required to update the application to be compatible with this change?

For the initial acknowledgment email used by your email bot, update the service method for your email listener rule. On the Response tab for this service email rule, expand the Message contents section. In the Message data section, you specify the rule that defines the structure of the content of the email body. In Pega Platform version 8.6, you use for this purpose the pyEmailAcknowledgement correspondence rule that takes into account the selected built-in template. This template includes the security code tag that the system uses for the secure threading mechanism. If your application uses a different rule in the Message data section, update this definition to match one of the built-in correspondence template rules, for example, EmailAckTemplate_Clear.

The pySetEmailBotReplyTemplate data transform rule sets the name of the email correspondence rule that the system uses as the email reply template. If you do not want to use the default approach using the Classic, Cobalt, or Clear outbound email template themes, override this data transform rule to set the email correspondence rule name for the Param.ReplyTemplate target in the Source column field.

For more information about how to update the service email rule and the data transform rule to ensure that your system uses the secure threading mechanism, see Upgrading to the threading mechanism available in the 8.6 version.

End of support for form-based rule forms in Pega 7.1.9

Valid from Pega Version 7.1.9

Rule forms that are configured to render as forms are no longer supported in Designer Studio or end-user applications. Form-based configurations are found on custom rule types that were created in earlier versions of Pega 7 and are characterized by pop-up windows that are rendered externally from Designer Studio.

Reconfigure Pega 7 applications that use such rule forms by using standard harnesses and sections.

  1. Open the class form.
  2. Click the Advanced tab.
  3. Select Harness from the Rule formmenu.
  4. Create a new harness and new sections that implement the logic of the custom rule, using standard user interface layouts and controls.

Migrating custom rule forms to harnesses and sections offers the following benefits:

  • User interfaces become HTML5 WC3 compatible and responsive to different screen sizes.
  • User interfaces become cross-browser compatible, rendered consistently in Google Chrome, Mozilla Firefox, Apple Safari, and recent versions of Microsoft Internet Explorer.
  • Rendering performance on modern browsers is dramatically improved.
  • User interface pop-up behavior is eliminated; all windows are rendered inside Designer Studio and end-user applications.

DCO Compatibility tool is deprecated

Valid from Pega Version 8.1

The DCO Compatibility tool has been deprecated. Use the Application Guardrails landing page to see the compliance score and any warnings for your application.

For more information, see Application Guardrails landing page.

@java and locatable pages no longer supported

Valid from Pega Version 8.1

@java and locatable pages are no longer supported. Existing rules that use @java and locatable pages will continue to work; however, changes to these rules cannot be saved unless @java and locatable pages are replaced by supported functionality. Use a rule utility function (RUF) instead of an @java page, and use a data page instead of a locatable page. In addition, Pega Platform™ displays a guardrail warning when you open a rule that uses an @java page or a locatable page.

Improved rich user interface controls in IVA for Web Chatbot

Valid from Pega Version 8.3

In Pega Intelligent Virtual Assistant™ (IVA) for Web Chatbot, you can use additional rich user interface controls, such as the time and date picker or a simple form, to help users accomplish tasks more quickly and to limit errors. IVA for Web Chat can now also display a welcome message in the chat window, for example, to inform the user about the person with whom they are chatting.

For more information, see Streamline conversations in IVA for Web Chatbot with rich user interface controls.

Upgrade impact

The new Ul controls for Web Chatbot are enabled by default upon upgrade. If you do not want the controls enabled, you must disable them.

Also, if you have changed the styles for the welcome message, you may need to make changes to the welcome message to incorporate the new areas in the bot conversation area (such as quick replies).

What steps are required to update the application to be compatible with this change?

Existing channels will behave as they did previously, so you should determine whether you want to use the new UI controls. If you want to use the new Ul controls, configure the new design-time options.

If you have changed the default styles for the welcome message, review the new settings to ensure that the welcome message is configured properly. 

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