Agentic Index
Newgen vs Pega (2026)
Newgen and Pega sell process and case management suites to banks and insurers with AI agents built in, and each ships ready made industry agents. That verdict is the Agentic Index coverage score, graded from each vendor's own published materials.
Pega runs agents at workflow steps, orchestrates them with Agentic Process Fabric, lets architects choose models across Azure OpenAI, Bedrock and Vertex, records each interaction in Agent Tracer and automates legacy screens with Robot Studio. Newgen pairs process automation with content services and customer communications, ships agents for credit decisioning, underwriting, claims and trade finance, retrieves over its own repository and runs on its own fine tuned models, on AWS, Azure or on premises. Pega is the deeper case management platform, with model choice and FedRAMP High through Pega Cloud for Government. Newgen puts lending and claims agents inside a suite that also runs content and communications.
This comparison is published by Agentic Index, an independent agentic AI vendor research platform. Newgen and Pega are each graded against the same 14 capability Agentic Index taxonomy, from the vendor's own public materials under the Agentic Index verification standard, alongside 1,006 researched vendors. No vendor pays for placement and no vendor has reviewed this page. How this evidence is graded
Choose Newgen if
- Agents should work from the content repository, capture and communications in one suite.
- Prebuilt credit decisioning and trade finance agents are a priority.
- Plans with stated user and API limits help with early sizing.
- Marvin should classify and route incoming email into workflows.
Choose Pega if
- Architects should pick the model provider across Azure OpenAI, Bedrock and Vertex.
- Your agency or regulator requires FedRAMP High.
- AI assistants such as Claude or ChatGPT should call your agents over MCP.
| Feature | N Newgen |
P Pega |
|---|---|---|
| Action & orchestration | ||
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Integrations & Tool Calling Ability to connect agents to real systems through native integrations, OAuth-authenticated actions, custom tools, APIs, webhooks, or MCP-compatible tools. |
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NewgenIntegrations & Tool Calling Marvin works inside business systems and performs tasks there, not only answers, and agents in Agentic Workspaces trigger actions when they spot a business event. Around them, prebuilt connectors reach SAP, Salesforce, Microsoft 365, Temenos, Mambu, TCS BaNCS, Guidewire, Duck Creek, InsureMO and EHR systems, certified connectors sit on partner marketplaces, and a data connector layer pulls in data lakes, warehouses and marts. LumYn connects to CRM, core banking and data lakes for its analysis. Sourcenewgensoft.com/platform/integration-ecosystemread 2026-10-13 |
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PegaIntegrations & Tool Calling The AI Agent rule builds agents that execute workflows and integrate with third party agents over MCP and A2A, and a Connect MCP rule points an agent or workflow at an external MCP server so its tools are used during case processing. Sourcepega.com/insights/articles/introducing-pega-infinity-25-agentic-platform-enterprise-transformationread 2026-09-18 |
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Workflow Orchestration Ability to sequence, branch, retry, route, and combine deterministic workflow nodes with autonomous agent steps. |
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NewgenWorkflow Orchestration The agent framework's reasoning hub, built on LangGraph, breaks a complex task into logical steps and coordinates several specialist agents to reach the goal, and agents can work alone or together. NewgenONE Process Orchestration coordinates agents, people and enterprise systems across end to end workflows in a single engine, tracks SLAs and resolves exceptions as they happen. Agentic Workspaces run multi agent workflows beside the people who own each decision, and agents adjust tasks, priorities and decision paths as conditions change. Sourcenewgensoft.com/platform/agentic-ai/agentic-workspacesread 2026-10-13 |
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PegaWorkflow Orchestration The orchestration layer is Pega Agentic Process Fabric: it analyzes the context of each task and connects it with the best-suited agent automatically, drawing on the full network of registered agents, and coordinates agents, applications, systems and data to get work done. Infinity 26, generally available since 14 July 2026, lets developers connect and orchestrate Pega and third-party AI agents inside governed workflows, and agents are placed as steps within multi-step case lifecycles. Sourcepega.com/technology/agentic-process-fabricread 2026-09-18 |
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Triggers & Channel Coverage How agents wake up and where they work: schedules, webhooks, message events, CRM events, inbox events, chat, email, voice, and collaboration tools. |
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NewgenTriggers & Channel Coverage Agents keep watch on systems, detect business events or anomalies and trigger the right action on their own, without anyone starting them. Marvin classifies and routes incoming email as it arrives, matching it against past ingestion history, so content reaches the right workflow with no manual step. Service request agents also run behind round the clock self service portals and other channels. Sourcenewgensoft.com/platform/agentic-ai/agentic-workspacesread 2026-10-13 |
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PegaTriggers & Channel Coverage An agent placed as a step in a case workflow runs when the case reaches that step, without anyone asking. At each workflow step Pega can invoke agents to automate manual work, the Agent Step hands judgment-based work such as verifying customer documents to an agent, and GenAI rules added as steps in a case lifecycle are invoked during case processing. The conversational side runs through self-service chat, email and voice. Sourcepega.com/about/news/press-releases/pega-powers-ai-agents-reliably-drive-mission-critical-workread 2026-09-18 |
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| Knowledge & context | ||
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Knowledge Grounding & RAG Ability to ground agent behavior in company data through document ingestion, retrieval, external knowledge APIs, semantic search, or RAG layers. |
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NewgenKnowledge Grounding & RAG Agents ground their work in the company's own content. An advanced retrieval engine built on a vector database and enterprise knowledge graphs finds relevant information across data sources, drawing on documents held in NewgenONE's content repository and data brought in through its connectors. Marvin answers from company documents and searches the whole repository in plain language, filtered by date, type and version, and a knowledge repository approved by subject matter experts feeds service request agents. Sourcelanding.newgensoft.com/hubfs/_2020%20website%20files/pes%20website/brochure/agentic%20ai.pdfread 2026-10-13 |
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PegaKnowledge Grounding & RAG Pega Knowledge Buddy grounds answers in the customer's own content. It ingests existing knowledge bases, connects to existing content storage or builds libraries in Pega Knowledge Management, and analyzes each new piece of content as it is added so the library stays current without retraining. Answers reach employee-facing Pega applications and collaboration channels, and through REST APIs and prebuilt widgets, with transparent attribution to the source content, and access rights control who can see what. Sourcepega.com/products/genai-knowledge-buddyread 2026-09-18 |
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Memory & State Persistence Ability to persist context across a run, conversation, workflow, user, team, or longer-term memory layer. |
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NewgenMemory & State Persistence Agents work on the case or request in front of them, with its documents and data held by the process and content platform for as long as the case runs. Nothing an agent learns in one case carries into a later, separate case, and there is no setting to view or clear what an agent retains. A semantic enterprise memory built on the content platform is announced as coming and is not yet part of the product. Sourcenewgensoft.com/platform/agentic-ai/agentic-workspacesread 2026-10-13 |
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PegaMemory & State Persistence Within a session, conversation state carries as Pega's agents converse with customers and employees in self-service and assisted channels, and every agent working a case is given the full context of that case. The case is the business record itself. No separate memory that agents carry beyond the case is described, and nothing covers reviewing, editing, deleting or scoping memories by user, team or workspace. Sourcepega.com/technology/agentic-process-fabricread 2026-09-18 |
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| Control & trust | ||
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Human Oversight & Guardrails Approval steps, consent checkpoints, escalation rules, structured guardrails, policy constraints, and pause/resume controls. |
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NewgenHuman Oversight & Guardrails Agentic Workspaces put real time approvals into multi agent workflows, so a person signs off where a decision needs one, and agents act only within the boundaries they are granted. Agentic Shield filters hallucinated, inaccurate or off brand output, scans incoming and outgoing data and redacts personal and confidential information, with guardrails configured per use case. Business rules from NewgenONE BRE bound what each agent decides. Sourcenewgensoft.com/platform/agentic-ai/agentic-workspacesread 2026-10-13 |
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PegaHuman Oversight & Guardrails The agentic assignment agent reaches an employee or customer when additional data or approvals are needed to complete a request, and pulls them in by email, chat or telephony without manual outreach, so a person is brought in when a decision needs one. Sourcepega.com/about/news/press-releases/pega-powers-ai-agents-reliably-drive-mission-critical-workread 2026-09-18 |
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Security, Identity & Governance RBAC, SSO, auditability, encryption, least-privilege tool access, compliance posture, and data handling policy. |
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NewgenSecurity, Identity & Governance Users sign in through single sign on with SAML, OAuth 2.0, OpenID Connect, LDAP or Microsoft Active Directory, with two factor and multi factor options. Role based access gives analysts, developers, data engineers and DevOps managers different rights, object level controls govern each tool, and admins can create custom administrative roles. Newgen's cloud meets SOC 1 and SOC 2 Type 2, PCI DSS Level 1, HIPAA, ISO/IEC 27017 and 27018 and ISAE 3000, and Marvin's actions run under the same role based permissions as the rest of the platform. Sourcenewgensoft.com/platform/governance-securityread 2026-10-13 |
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PegaSecurity, Identity & Governance The Pega Trust Center publishes Pega's attestations with the documents behind them, including a Pega Cloud SOC 2 Type 2 report and SOC 1, a corporate ISO 27001 certificate, ISO 27017 and 27018, a Pega Cloud ISO 42001 certificate for AI management, a HITRUST certification letter, a PCI DSS attestation of compliance, a FedRAMP authorization package and a DoD IL4 provisional authorization for Pega Cloud for Government, IRAP, C5 and Cyber Essentials Plus. Pega Cloud for Government holds FedRAMP High Authority to Operate, announced by Pega on 19 March 2025. The customer-facing controls are client-based access control rules that define where and how customer data is stored and accessed, and access-rights controls over who can reach knowledge content. Sourcepega.com/trustread 2026-09-18 |
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Observability & Auditability Traces, logs, execution histories, metrics, audit events, and debugging detail for production agent behavior. |
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NewgenObservability & Auditability Every action an AI agent takes is logged and traceable, and users can follow its decision path and the rationale behind it to check it against policy. Marvin's email ingestion has a dashboard of logs, routing rules and how confident each classification was. Platform audit logs capture object level activity with timestamp, user, module, role and operation. Sourcenewgensoft.com/platform/agentic-ai/agentic-workspacesread 2026-10-13 |
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PegaObservability & Auditability Agent Tracer records every agent interaction, step, request and response, so what an agent did can be inspected step by step, and Pega's orchestration audits agent interactions across the process lifecycle. The GenAI layer is observable in its own right, with usage tracking of request and token volume and audit trails for compliance, and Agentic Process Fabric shows every agent in one gateway. Sourcepega.com/insights/articles/introducing-pega-infinity-25-agentic-platform-enterprise-transformationread 2026-09-18 |
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Deployment & Data Residency Deployment modes and options, including SaaS, dedicated cloud, VPC, on-prem, hybrid, local runtime, and self-hosting. |
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NewgenDeployment & Data Residency NewgenONE runs on public cloud on AWS or Azure, in multi tenant or dedicated deployments, and the Enterprise plan adds hybrid and on premises deployment, with private cloud also offered for the agent framework. Marvin runs entirely inside the customer's NewgenONE environment, so content does not leave it and personal data never reaches a public model. Committed uptime is 99.5% on Professional and 99.95% on Enterprise, with service credits when it is missed. Sourcenewgensoft.com/platform/pricingread 2026-10-13 |
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PegaDeployment & Data Residency Infinity 26 is available through Pega Cloud or in the client's own managed cloud. Pega Cloud for Government runs on AWS GovCloud for United States public sector workloads, and the Pega EU Service Boundary gives organizations in Europe control over where their data lives, who can access it and how it is managed. Sourcepega.com/about/news/press-releases/pega-infinity-26-now-available-deliver-predictable-outcomes-predictableread 2026-09-18 |
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| Solution readiness | ||
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Prebuilt Agents, Templates & Packs Ready-made workflows, packaged employees, templates, blueprints, industry solutions, and role-specific agents that reduce time-to-value. |
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NewgenPrebuilt Agents, Templates & Packs Ready made agents include Marvin for routine tasks and content work, LumYn, which reads more than 250 behavioral signals with over 30 ML models to find revenue opportunities, Harper, which audits sales calls and coaches reps, and NewgenONE AURA AI. Vertical agents cover credit decisioning, underwriting assistance, early claim probability, policy retention, claim adjudication, early warning signals, loan collections and KYC, with agentic solutions for trade finance documents, regulatory management and service requests. Agent Studio offers prebuilt templates, and Newgen Market on the developer portal adds application templates and connectors to start from. Sourcenewgensoft.com/platform/agentic-airead 2026-10-13 |
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PegaPrebuilt Agents, Templates & Packs The document agent, a pre-built agent delivered with Infinity 26, analyzes complex documents, splitting, categorizing, scoring and triaging them for further processing, with a chat feature for asking questions about PDFs and images. Pega Customer Engagement Studio is an agent-powered workspace that takes marketers from brief to live personalized campaigns, and Pega's packaged applications, among them Customer Service, Customer Decision Hub and Sales Automation, arrive with ready-made workflows the buyer adopts and extends. Sourcepega.com/about/news/press-releases/pega-powers-ai-agents-reliably-drive-mission-critical-workread 2026-09-18 |
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| Platform extensibility | ||
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Model Flexibility & Routing Ability to work across multiple foundation models, route tasks to different models, or let buyers bring their own providers and keys. |
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NewgenModel Flexibility & Routing Agents run on domain specific fine tuned large and small language models with a reasoning engine, and Newgen offers an LLM Mesh to work out which model suits an organization. Marvin draws on large language models from OpenAI, Meta's Llama 3 and Microsoft Azure underneath, but a buyer has no setting to pick a provider or bring a model of its own. Customers can build their own machine learning models in Data Science Studio for risk and decision models. Sourcenewgensoft.dev/knowledgebase/ai-genai-assisted-developmentread 2026-10-13 |
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PegaModel Flexibility & Routing Pega describes its GenAI layer as provider agnostic at the model layer, across Azure OpenAI, AWS Bedrock and Google Vertex, and names selecting the right LLM provider, weighing cost, performance and compliance, as a design decision the customer's lead system architect makes. In AI Designer the builder runs GenAI rules with different model settings and compares outputs across models before choosing. Sourceacademy.pega.com/node/103571read 2026-09-18 |
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APIs, SDKs & MCP Extensibility Composability layer: stable APIs, SDKs, MCP tool consumption/serving, custom tools, and integration into internal systems. |
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NewgenAPIs, SDKs & MCP Extensibility Newgen's developer portal documents the platform's APIs, which NewgenONE generates automatically for processes, rules, custom business functions, service flows, document processing, AI models, content and templates, published to OpenAPI and Swagger specifications. Developers sign in with a session token and can call over gRPC as well as REST, UI, workflows, rules, bots and reports can be exposed as APIs to other systems, and each plan carries a monthly allowance of API calls, 50,000 on the trial. Data Science Studio deploys models behind APIs. Sourcenewgensoft.dev/knowledgebase/integration-ecosystem-overviewread 2026-10-13 |
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PegaAPIs, SDKs & MCP Extensibility Since Infinity 26, customers invoke Pega agents and workflows from AI assistants including Claude Cowork, ChatGPT and Office 365 Copilot over MCP at run time, and at design time they connect coding tools such as Claude Code, GitHub Copilot and OpenAI Codex to Pega Blueprint, Pega Infinity Studio and Pega Platform over MCP to build applications. Sourcepega.com/about/news/press-releases/pega-infinity-26-now-available-deliver-predictable-outcomes-predictableread 2026-09-18 |
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Testing, Debugging & Optimization Testing, debugging, scoring, retries, fallbacks, quality gates, and optimization loops for improving agent workflows before and after deployment. |
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NewgenTesting, Debugging & Optimization Data Science Studio monitors model performance and runs a built in champion and challenger comparison, so a new model can be tried against the one in production, and continuous monitoring watches agents in use. Low code DevOps pipelines add automated, AI driven testing, validation and version control before each application release. These checks cover the machine learning models and the application build, and there is no test suite or quality gate that checks an agent's answers before release. Sourcenewgensoft.com/platform/agentic-airead 2026-10-13 |
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PegaTesting, Debugging & Optimization Changes are tested before they reach production. Pega uses AI to generate scenario tests for a customer's workflows, including the agent steps inside them, and the tests run directly in Pega or export to third-party testing tools. For the AI components themselves, GenAI rules are prompt-tuned and unit tested in the AI Designer playground to confirm responses meet business expectations before deployment. Sourcepega.com/insights/articles/introducing-pega-infinity-25-agentic-platform-enterprise-transformationread 2026-09-18 |
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| Specialist automation | ||
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Browser & Computer Use Browser, desktop, or remote/local computer control for workflows that cannot be handled through stable APIs alone. |
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NewgenBrowser & Computer Use NewgenONE RPA bots take over repetitive, rule based tasks, either alone at the task level or embedded in larger processes beside agents and people, with exceptions routed to a person. A bot studio records, debugs and runs automation scripts across web and Windows applications, with browser automation for web screens and desktop automation that reaches AS400 terminals, and the process designer brings bots and people into one flow. Sourcenewgensoft.com/platform/process-automation/robotic-process-automationread 2026-10-13 |
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PegaBrowser & Computer Use Pega ships its own robotic automation that operates real application interfaces. In Pega Robot Studio, developers interrogate Windows and web applications by dragging a target over the specific control an automation needs, such as the user name field, password field and login button of an application's sign-in screen, and build the automation on the captured controls. Match rules decide whether a captured control is still available to an automation, those rules may change when an application or web page updates, and the interrogation form flags any control it can no longer match. Pega Robot Manager runs these robots attended on a user's desktop or unattended, and Robotics Autopilot builds an automation from a plain-English task description. Sourceacademy.pega.com/node/15241read 2026-09-18 |
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Pricing snapshot
Sourced from the Index pricing dataset · open each vendor's profile for full detail.
| Pricing | N Newgen |
P Pega |
|---|---|---|
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Entry price Lowest public entry point |
Free trial for evaluation · Professional and Enterprise plans quoted through sales | Contact sales. Pega Blueprint is free with a Pega user ID, and AI usage is a flat fee per resolved case that is not published. |
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Pricing confidence How public the numbers are |
Contact only | Contact only |
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Billing Primary billing axis |
users, with storage and monthly API call allowances by plan | Enterprise license with no published price. Under Infinity 26, AI usage is billed as a flat fee per resolved case. |
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Variable cost Workload / overage exposure |
Medium variable cost | Medium variable cost |
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Free tier / trial Try before you buy |
No free tierTrial
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Free tierTrial
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Buying motion Self-serve vs sales call |
Sales call | Sales call |
Newgen shows plan limits but no prices, and Pega sells through enterprise licensing.
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