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Tutorial: Configuring Next-Best-Action Designer for Pega Next-Best-Action Advisor

Updated on November 16, 2021

Use the Next-Best-Action Designer template for Pega Next-Best-Action Advisor that contains next-best-action settings to speed up and simplify the process of implementing next best actions into Pega Next-Best-Action Advisor.

Pega Customer Decision Hub

Use Case

U+ Comm, a large telecommunications company, wants to create rich and rewarding experiences for their customers, while maximizing the revenue from their call center by using the next-best-action capability within Pega Customer Decision Hub.

As a project team, implement this solution by using the predefined Next-Best-Action Designer template that provides the initial configuration for Pega Next-Best-Action Advisor. Complete the configuration by defining the next-best-action business structure and setting the required attributes. Achieve those goals by performing the following tasks:

  1. Completing the prerequisite tasks
  2. Importing the Next-Best-Action Designer template for Pega Next-Best-Action Advisor
  3. Adding and editing the Personalized bundle action
  4. Setting the result data required by Pega Next-Best-Action Advisor

If you want to, you can create an additional configuration to execute basic use cases using the Pega Next-Best-Action Advisor application for learning purposes, and to provide guidance on how such configuration should be implemented:

  1. Extending the next-best-action business structure by creating an additional group
  2. Adding and editing examples of Mobile actions
  3. Adding and editing an example of a Discount action

Conclusions

You have learned how to configure Next-Best-Action Designer in order to use next best actions in Pega Next-Best-Action Advisor.

Next steps

You can now validate your implementation in Pega Next-Best-Action Advisor and start leveraging Pega Next-Best-Action Advisor capabilities.

For more information, see Validating your Next-Best-Action Designer configuration in Pega Next-Best-Action Advisor and the Understanding Pega Next-Best-Action Advisor capabilities tutorial on the Pega Next-Best-Action Advisor product page.

  1. Overview of the Next-Best-Action Designer template for Pega Next-Best-Action Advisor
  2. Completing the prerequisite tasks
  3. Importing the Next-Best-Action Designer template for Pega Next-Best-Action Advisor
  4. Implementing the Create Pseudo Action strategy
  5. Recording data to report on customers with no next best action
  6. Setting the result data required by Pega Next-Best-Action Advisor
  7. Extending the next-best-action business structure by creating an additional group
  8. Adding and editing examples of Mobile actions
  9. Adding and editing an example of a Discount action
  10. Validating your Next-Best-Action Designer configuration in Pega Next-Best-Action Advisor
  11. Configuring supporting decisions for Pega Next-Best-Action Advisor
  • Next topic Overview of the Next-Best-Action Designer template for Pega Next-Best-Action Advisor

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