2.Go to pega Designer studio ->Application->Distribution->Import
3.Import the downloaded zip file.
4.In Designer Studio, click the name of your application, and click Definition.
5. In the Enabled components section, make sure that the FacebookChannel component is displayed in the list.
Setting up a Facebook channel interface in Pega Platform
1.Log in to Pega Express.
2.From the Pega Express list, click Channels and interfaces.
3.In the Create new channel interface section, click the Facebook channel.
4.In the Channel interface name field, enter a name for your Facebook chatbot.
5.Optional: In the Description field, describe the purpose your Facebook chatbot.
6.Click the Connection tab.
7.In the Facebook page ID field, enter the Page ID for the previously created Facebook page.
8.In the Template operator ID list, click the name of an existing Pega Platform operator to use as the template. For more information, see Additional information about template operator ID.
9.In the Page access token field, enter the page access token value that was generated for the Facebook Messenger app, for example: EAAEZBTukSvHkBAKERVfxZBnOEVNW679G8cQ4...
Adding Case and Questions
1 . Go to the case and add case type
2. Give a Name to Stage
3. Select Facebook Check book
4.Click Configure Conversation and add questions
Adding cases to channel
You can add cases for the Facebook chatbot so that users, by entering a specific command in Messenger, open a case for the application. You can select any case that is defined for the Pega Platform application.
•In Designer Studio, click the name of your application and click Channels and interfaces.
•Click a Facebook channel interface.
•Click the Configuration tab.
•To add a new case, click + Add case type.
•In the Name/Command field, enter or modify a user command for the case to be created.
•In the Create case list, click a name of the case to create when the user enters the command.
Go to the Express mode and Select your Channel
***Updated by moderator: Lochan to move post from Pega Academy to PSC***
I was able to configure facebook in Pega using all the above steps. I have a question here. How do we create case in Pega out of the conversation(user Inputs) in facebook messenger. I know there are interaction cases created out of the fb conversations. But how do we use these for the Pega Main cases?
Do I need to implement a HTTP service separately? Or 'Facebook channel interface' will work?
I have created a 'Facebook channel interface' with name 'fb', I put he below URL 'https://pega.***.com/prweb/PRHTTPService/channel/srv/fb', but showing error message 'The URL couldn't be validated. Callback verification failed with the following errors: HTTP Status Code = 500; HTTP Message = Internal Server Error'.
There is a channel service package on your system. It needs to have an access group that is the same as the template operator you are going to use in the channel config for your application. You should be able to see an error looking up the channel FB service in the app server log (catalina.out on a Tomcat hosted system).
For FB chat bot, I found that we can only configure questions smart shape. For my requirement I want to respond to customer with an answer. Ex: if customer type "Offers". Then I want to show him list of offers to him and take request and place purchase request using case management. Can I achieve this, if possible please help.
If the requirement is to update back the customer on an ongoing case, how we can configure the channel information in the Existing Case Type.
The option I can think of is as follows:
Mandate Customer while having the conversation in the messenger to quote their ongoing case reference
Create a separate Case for facebook conversation and apply that in the channels and interfaces UI
from this new case type open the case quoted by customer and show the information in the response by mapping them in the Questions Page
However, what is the usage of having Channels information which needs to be checked in every stage of the Case Type, how Facebook Channel interaction happens when it is configured in some later stages of the Case Type and not that of first case stage.
Channel type parallel flow is present at every stage so that accidentally you don't come across an assignment shape. Remember, conversational cases support Survey (question and answer) shapes, if an assignment is encountered, a system error is generated.
I have configured all the set up and Facebook chatbot is working as expected within Pega(messenger simulator as shown in the above discusion). But, when I am sending any message from Facebook messenger, the message is not received by my Pega server instance, i.e. from Facebook I am not able to communicate to my Pega server.
Please Note - I am using my Pega 8.4 personal edition and using ngrok to get public domain of my local server.
Can anyone please help to understand what is the wrong in the configuration?