@DHIVYABHARATHI I cannot answer the quesiton but below is a GenAI-tool answer:

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⚠ This is a GenAI-powered tool. All generated answers require validation against the provided references.

The Prepare for Meeting feature helps sales representatives prepare for their client meetings more effectively by providing an at-a-glance view of all the necessary information, including attendee details, sentiment, action items, and talking points. This feature utilizes Pega GenAI to assist in efficient meeting preparation. T

Authentication Profile Configuration - Not Sufficient Alone

While configuring the authentication profile is a necessary first step, it is not sufficient on its own for Gen AI features like Coach and Prepare for Meeting to function properly in client-managed environments. The authentication profile handles the connection credentials (client identifier, client secret, access token endpoint, and revoke token endpoint), but additional configuration is required for the actual Gen AI functionality.

Additional Connect Rules Required

Yes, additional Connect rules are indeed required beyond the authentication profile configuration. Specifically, you need to create and configure Connect Generative AI Rules to define the request prompts and response structures necessary for the Gen AI features to operate effectively. These rules are essential for features like Coach and Prepare for Meeting to function properly in on-premises deployments.

Key Configuration Requirements for Client-Managed Environments

For client-managed deployments, there are several important considerations that differ from Pega Cloud implementations:

1. PremBridge Requirement: Client-managed environments must use Pega PremBridge to connect to Pega Cloud for Gen AI access, whereas Pega Cloud clients can directly access Gen AI features without this intermediary.
2. Connect Generative AI Rules: You'll need to create specific Connect Generative AI Rules tailored to the Coach and Prepare for Meeting functionalities, including defining the appropriate prompts and response structures that align with these features' requirements.
3. Gen AI Toggle Configuration: Ensure that the Pega Gen AI toggle is properly configured with the appropriate scope and that all necessary settings for your specific features are implemented.

Implementation Steps Summary

To fully enable Gen AI features in your client-managed environment, you'll need to complete both the authentication profile configuration and create the necessary Connect Generative AI Rules. The authentication profile establishes the connection pathway, while the Connect rules define how the Gen AI features actually operate and interact with your applications.

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Gen AI-based Prepare for Meeting

Integrating with Pega GenAI

Integrating client-managed deployments with Pega GenAI

Implementation of Pega GenAI

Please contact your AE if you need further help.