Skip to main content

 –

Importing the Next-Best-Action Designer template for Pega Next-Best-Action Advisor

Suggest edit Updated on September 16, 2020

Set up your initial Next-Best-Action Designer configuration for using Pega Customer Decision Hub with Pega Next-Best-Action Advisor by importing the Next-Best-Action Designer Template for Pega Next-Best-Action Advisor.

Before you begin:

Download the NBA Designer Template for NBA Advisor template file from Pega Marketplace. For more information, see NBA Designer Template for NBA Advisor.

Pega Marketplace provides components to extend your Pega software, including Communications and Financial Services templates, as well as any additional templates shared by Pega users. For more information, see Pega Marketplace.
  1. Log in to Pega Customer Decision Hub for Communications as an operator in the your application:MarketAdmins access group.
  2. In the header of Dev Studio, click Launch portalCustomer Decision Hub.
  3. In the Pega Customer Decision Hub portal, click Next-Best-ActionDesigner.
  4. Click Select a template, and then click Add Template.
  5. In the Add template from file dialog box, import the template:
    1. Click Select local file.
    2. Select the .zip folder containing the NBA Designer Template for NBA Advisor.
    3. Click Add.
  6. In the NBAA Template window, click Use this template.
Result: The template loads. This can take up to 15 minutes.
    Did you find this content helpful? YesNo

    Have a question? Get answers now.

    Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

    Ready to crush complexity?

    Experience the benefits of Pega Community when you log in.

    We'd prefer it if you saw us at our best.

    Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

    Close Deprecation Notice
    Contact us