Table of Contents

Testing Next-Best-Action configuration


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To ensure that Next-Best-Action Designer configuration is correct, configure and run persona tests and simulation counts. With persona tests, you can check that you are getting the expected results for a specific user persona, and in this way validate your engagement policies and arbitration settings. After using a persona test to ensure that your engagement policies and arbitration are correct and give the expected results, run a simulation count to understand how many customers meet your specific engagement policies.

In addition to manually running these tests, Pega Customer Decision Hub automatically adds all persona tests to a suite of tests, which you can use to manage regression testing for your application.

  • Testing Next-Best-Action configuration with persona testing

    You can design persona-based tests to verify that the Next-Best-Action Strategy gives the expected results. For example, design a customer test persona, and then run a test to verify that the customer receives a specific action with high propensity.

  • Testing Next-Best-Action configuration with audience simulations

    You can improve the performance of your Next-Best-Action Strategy by testing the configuration of engagement policies against simulated audiences. In this way, you can check how many potential actions are filtered out by each component of the policy, and discover if a particular criterion is too broad or too narrow for your requirements.

  • Creating a data flow for testing Next-Best-Action strategy

    Improve the accuracy of your Next-Best-Action strategy by testing the framework. By creating a data flow which retrieves customer data from your relational database, and then running the data flow, you can verify that the Next-Best-Action strategy framework gives correct results.

  • Simulating next-best-action changes

    To interpret how the strategies that you configure control the decision funnel, simulate the decision process and assess how your changes influence strategy results.

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