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Published Release Notes

Find release notes for the selected Pega Version and Capability

Browse resolved issues for Platform releases.

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

Reports with visualizations of performance and automation levels for the email bot

Valid from Pega Version 8.5

In the Email Manager portal, you can now use built-in reports to visualize Pega Email Bot™ performance and the automation levels that are related to received emails, triaged cases, and created business cases. You can plug the reports to display the report data in other portals, for example the Case Manager portal. Based on the information displayed in the reports, you can adjust the machine learning models to achieve greater automation in the system.

For more information, see Viewing the reports for the Email channel and Built-in reports for the email bot.

Improved experience when building an IVA and Email Bot in App Studio

Valid from Pega Version 8.5

Build your Pega Intelligent Virtual Assistant™ (IVA) and Pega Email Bot™ while working only in App Studio. This approach makes the design process easier and more intuitive, and saves you time. You can now modify the advanced text analyzer configuration while working in App Studio. In addition, if you have access to Dev Studio, you can edit the text analyzer rule from App Studio for your chatbot or email bot by clicking a link to open the settings in Dev Studio.

For more information, see Adding a text analyzer for an email bot and Adding a text analyzer for an IVA.

Triage cases archiving in the email bot (Pega Cloud Services)

Valid from Pega Version 8.5

For Pega Platform™ that is installed in Pega Cloud® Services, you can configure Pega Email Bot™ to archive resolved triage cases that are older than a specified number of days. Archiving triage cases improves the overall performance of your system by reducing the primary storage consumption and cost because the system places such resolved triage cases in a secondary storage.

For more information, see Archiving resolved emails for an email bot (Pega Cloud Services).

Business logic-based routing cards enhancements

Valid from Pega Version 8.5

To ensure that the sequence of business logic-based routing cards conforms to your business requirements, you now have the option to change the order of the cards. For easier navigation across multiple routing cards, the system automatically collapses the cards for you, and you can then easily expand the cards that you need to display.

For more information, see Navigate easier across business logic-based routing cards (8.5), Assigning users automatically at run time.

Usability improvements in the Email Manager and Case Manager portals

Valid from Pega Version 8.5

Pega Email Bot™ customer service representatives (CSRs) working in the Email Manager, Case Manager, or Case Worker portals can now quickly reply to one recipient or to all recipients. CSRs can also view the sentiment analysis of an email (positive, negative, or neutral) for each received email, displaying the sentiment pattern for the entire email thread in a triage case. The email bot improvements add value for CSRs working in the portals and help them save time when responding to user requests.

For more information, see Understanding the email triage process and Replying to customers by email for an email bot.

New database tables for email bots

Valid from Pega Version 8.5

Pega Email Bot™ now uses two new database tables that make the system more reliable and improve system performance. The pc_work_triage table stores complete information about email triage cases for the email bot. The pr_index_tracktriageactions table stores information about captured actions in triage cases.

Upgrade impact

During an upgrade to Pega Platform™ 8.5, a dedicated job scheduler automatically migrates resolved and open triage cases to these email bot tables in the background. If you expose additional properties as database columns or expose additional custom columns in the pc_work table, you must prepare your application for this automated migration. For more information, see Migrating triage cases to new tables.

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

If the pc_work table in your application has no additional properties or custom columns, there is nothing to do; if it does, prior to an upgrade to Pega Platform 8.5, you must extend the pyPopulateColumnNamesExtension data transform to any exposed additional columns in legacy tables with this information.

For more information, see Database schema for email bot tables.

Use multiple built-on applications to enhance ruleset reuse

Valid from Pega Version 7.2

Applications can now have multiple built-on applications, allowing rules to be reused as a part of a built-on application at run time while being developed independently at design time.

Previously, applications built in Pega 7.1 and earlier versions were assembled in a single linear application stack--one application built on top of another application, and so on. Attempting to reuse rulesets and frameworks across applications resulted in having to splice applications together, creating challenges when attempting to support the use of these custom created applications. Starting in Pega 7.2, applications are built on to other applications by using a hierarchical tree structure, and the Pega 7 Platform automatically converts this tree into a linear application stack.

For more information, see Using multiple built-on applications and the Ruleset behavior at design time section in Application stack hierarchy for multiple built-on applications.

Support for delegating map values, correspondence rules, and circumstances

Valid from Pega Version 7.2

You can now delegate map values and correspondence rules from the Actions > Delegate menu. In addition, you can delegate circumstanced types of the following supported rules and data types:

  • Map values
  • Correspondence rules
  • Paragraphs
  • Decision tables
  • Data types

Offline support for mobile applications

Valid from Pega Version 7.2

You can work on assignments and create cases while your mobile device is offline. By enabling offline support for a case type, you can move cases closer to resolution while your application is disconnected from the network.

For more information, see Enabling offline for support for a case type.

Relevant records to define reusable assets

Valid from Pega Version 7.2

Relevant records describe the collection of rules that refine the behavior, presentation, and definition of a case or data type. They are commonly used to designate records from an inherited class as important or reusable in a child class.

Use relevant records to define information displayed in certain Pega 7 Platform application screens and fields. The Pega 7 Platform provides a number of items marked as relevant records, and you can further manage relevant records for your own case and data types.

For more information, see Relevant records.

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