Question

IQZ Systems LLC
US
Last activity: 18 Sep 2025 9:05 EDT
Enhancing "Prepare for Meeting" with Customer Data
Hi,
We are using Pega Infinity '24.2. Sales Automation.
In the Prepare for Meeting feature, the GenAI currently analyzes previous appointments, emails, and pulse posts to generate Talking Points and Action Items.
Is it possible to extend this capability by incorporating customer-specific data—such as product details, demographic information, or purchase history—to generate personalized talking points and action items.
Looking for thoughts on feasibility, best practices, or any limitations on this Customization.