New in-app feature analyzes workflows and gives advice to more effectively get work done

Pegasystems Inc. (NASDAQ: PEGA), the leading enterprise AI decisioning and workflow automation platform provider, today introduced Pega GenAI^TM Coach, a generative AI-powered mentor for Pega solutions that proactively advises users to help them achieve optimal outcomes. Leveraging an organization’s own best practices for sales, service, and operations, Coach quickly analyzes a user’s work and relevant data in context to intelligently guide them toward better and faster results.

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This is a graphical representation of Pega GenAI Coach. (Graphic: Business Wire)

While generative AI solutions can help overwhelmed employees perform tasks, most solutions are disconnected from the underlying workflows. This burdens users to seek guidance and determine the perfect prompt to get answers. Instead, Pega GenAI Coach directly integrates into workflows and acts as an always-on mentor within Pega solutions. It analyzes work and guides users with salient advice to overcome roadblocks. Managers can use Coach to quickly get up to speed on their team’s work and surface insights into their team’s performance.

Coaches can be easily configured to ensure each Coach is tailored to an organization’s objectives and their employees’ specific needs. This helps users to achieve objectives such as:

• Optimize sales team performance: Coach analyzes existing opportunity, lead, contact, and interaction data within Pega Sales Automation^TM and offers suggestions to help overcome barriers in moving deals forward. Sales leadership can easily input industry knowledge and their own best practices directly into Coach, helping ensure their teams are getting industry and business-specific advice to provide prospects and clients a better sales experience.
• Improve back-office operations: Coach helps ensure back-office case workers can better complete complex work by providing personalized instructions that leverage an understanding of procedural information, regulatory requirements, and case data, keeping everything running smoothly.
• Quickly resolve healthcare claims: Coach can help case workers by quickly analyzing and summarizing a customer’s claim, plan, and history to surface answers for customer inquiries, while also providing guidance on the best path to resolution if further steps are required.

Built on the Pega GenAI^TM architecture, Coach handles complex workflows with auditability, security, and guardrails appropriate for the enterprise. Its seamless integration with Pega AI capabilities allows enterprises to leverage a broad spectrum of AI. For example, Coach can use statistical predictions from Pega Process AI to suggest ways to avoid fines related to missed deadlines. Coach will also access information synthesized by Pega GenAI™ Knowledge Buddy to bring relevant enterprise knowledge directly to users as they work on cases.

Pega GenAI Coach is the latest generative AI capability in the newest edition of the Pega Infinity^TM portfolio of products, which was also announced today and is now available. Pega will further explore its newest generative AI capabilities at PegaWorld® iNspire 2024 – Pega’s annual user conference – at the MGM Grand in Las Vegas from June 9-11.

For more information on Pega GenAI Coach, visit https://www.pega.com/coach.

Quotes & Commentary:

“The deluge of enterprise data, systems, and policies enterprise employees sift through can be overwhelming and inhibit them from getting the quick access to information and insights they need,” said Kerim Akgonul, chief product officer, Pega. “Pega GenAI Coach uses generative AI to provide the high-quality guidance of an experienced senior manager in a quickly accessible format so employees can get work done better and faster than ever before.”

Supporting Resources:

• More information: Pega GenAI Coach
• Other background: Pega GenAI and Pega Infinity

About Pegasystems

Pega provides a powerful platform that empowers the world’s leading organizations to unlock business-transforming outcomes with real-time optimization. Clients use our enterprise AI decisioning and workflow automation to solve their most pressing business challenges – from personalizing engagement to automating service to streamlining operations. Since 1983, we’ve built our scalable and flexible architecture to help enterprises meet today’s customer demands while continuously transforming for tomorrow. For more information on how Pega empowers its clients to Build for Change®, visit www.pega.com.

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“Pega GenAI Coach uses generative AI to provide the high-quality guidance of an experienced senior manager in a quickly accessible format so employees can get work done better and faster than ever before," said Kerim Akgonul, chief product officer, Pega