Tutorial: Configuring Next-Best-Action Designer for Pega Next-Best-Action Advisor
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.
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:
- Completing the prerequisite tasks
- Importing the Next-Best-Action Designer template for Pega Next-Best-Action Advisor
- Adding and editing the Personalized bundle action
- 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:
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.
- Overview of the Next-Best-Action Designer template for Pega Next-Best-Action Advisor
- Completing the prerequisite tasks
- Importing the Next-Best-Action Designer template for Pega Next-Best-Action Advisor
- Implementing the Create Pseudo Action strategy
- Recording data to report on customers with no next best action
- Setting the result data required by Pega Next-Best-Action Advisor
- Extending the next-best-action business structure by creating an additional group
- Adding and editing examples of Mobile actions
- Adding and editing an example of a Discount action
- Validating your Next-Best-Action Designer configuration in Pega Next-Best-Action Advisor
- 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