Creating a Unified Messaging channel

Configure the Pega Intelligent Virtual Assistant (IVA) for the Unified Messaging platform so that users can interact with your application using different social messaging channels. The IVA for Unified Messaging is quick to set up and provides a completely new user experience. For example, users can chat with the IVA using Apple Business Chat, Facebook Messenger, MMS/SMS (Twilio), Twitter, or WhatsApp Messenger to inquire about a car insurance estimate, book a flight, report an issue, or receive step-by-step guidance through a process.

Before you begin: Create a new channel for the IVA for Unified Messaging. For more information, see Creating a conversational channel.

You can define custom IVA responses to fit the business needs of your organization and to extract the intent of users with natural language processing (NLP), decisioning, and text analytic capabilities. In the preview console, you can test whether the configured Unified Messaging channel works correctly before moving the channel to a production environment.

  1. Define the Unified Messaging channel security settings:
    1. In the header of Dev Studio, click the name of the application, and then click Definition.
    2. In the application rule, click the Integration & Security tab.
    3. In the Unified Messaging security section, in the Manager ID field, enter the identifier for the channel integration manager.
    4. In the Manager Key field, enter the key for the channel integration manager.
    5. Click Save.
    To obtain the security settings for your Unified Messaging channel, the Manager ID and the Manager Key, contact Global Customer Support. For more information, see Configuring Unified Messaging channel security.
  2. Configure a Unified Messaging channel for a social messaging platform:
    You configure specific settings for a social messaging platform on the Connection tab using the integration manager that is displayed on a separate page.
What to do next: Define conversational channel behavior for the IVA, for Unified Messaging. For more information, see Defining conversational channel behavior.