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Extending the intelligent selling feature

Suggest edit Updated on October 7, 2020

The Pega Configure Price Quote for Communications intelligent selling feature uses Pega Survey and artificial intelligence to recommend top product offers to customers during the quote process. The feature uses Pega Survey to define questionnaires to capture customer business requirements. Questionnaire responses are shared with Pega Customer Decision Hub for Communications, which uses Pega artificial intelligence to recommend top product offers to customers by using customer information, past customer interaction history, and adaptive model data.

Before you begin:

To use this feature, you must create propositions from product offers that are defined in Product Catalog for Communications. To extend this feature, review the functionality that is implemented in both Pega Configure Price Quote for Communications and Pega Customer Decision Hub for Communications for intelligent selling.

Pega Customer Decision Hub for Communications uses strategies, propositions, adaptive models, and customer interaction history to recommend top offers for intelligent selling. For more information and instructions, see the Implementation guide on the Pega Customer Decision Hub for Communications product page.

To extend the Pega Configure Price Quote for Communications intelligent selling feature, you can modify following rules:

  • Review the B2BGuidedSellingQuestionnaire survey. Review the first, second, and third-level questions and answers that are implemented to capture customer business requirements. For more information, see Building a questionnaire for use with guided selling.
  • Review the GetQnAnsKey (Embed-PegaQ-Results-Question) decision table, which is used for mapping questionnaire responses to product categories. These product categories are defined in Product Catalog for Communications and the sample product offers that are created for the intelligent selling feature.
  • Review the PrepareRequestFromQns data transform, which prepares requests for Pega Customer Decision Hub for Communications to get top product offers. The D_GetRecommendedOffers data page is used to make the REST call.
  • Review the PrepareRequestFromQns data transform, which maps responses from Pega Customer Decision Hub for Communications to the Pega Configure Price Quote for Communications intelligent selling flow to display top product offers.
  • Review the SendResponseToPMC and SendRejectResponseToPMC data transforms, which send the accepted and rejected recommended offers to Pega Customer Decision Hub for Communications. The D_SendResponseConnctor data page is used to make the REST call to send the response to Pega Customer Decision Hub for Communications.
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