Question
B V Raju institute of technology
IN
Last activity: 2 Feb 2026 6:23 EST
How to correctly configure a Pega GenAI Agent to perform an automatic Stage Jump (Change Stage) in a Case Lifecycle?
I am attempting to use Pega Gen AI Agents to automate a transition between stages in my case type. Specifically, I want the Agent to move a case from the Stage 1 stage directly to the Stage 3 without manual intervention.
I have given the Agent Prompt to move form one stage to another with guadrials and Response style and tones
In tool option I have given the data page call an activity that calls my required flow.
Scenario: The Case is created via email and fields are filled with help of doc AI. Now i want the agent to move the case form Stage 1 to Stage 3 automatically.
I have called the agent in activity Call pxConnectToAIAgent. in preprocessing activity after doc extraction.
So when the case created from email and when i open the case it should sit in Stage 3 automatically with help of agent (based on the extracted data it should move to stage 3)
Thank You