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Simulating Next-Best-Action configuration changes


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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.

  • Identifying opportunities to improve next-best-action strategies with Value Finder

    Discover areas in which you can improve the next-best-action strategy by identifying where customers are left without actions. Learn for which groups of customers there are no relevant offers (underserved customers), and determine whether your prioritization is not sufficiently empathetic.

  • 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.

  • 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.

  • Deploying sample production data to a Business Operations environment for testing

    Simulation tests provide you with significant insight into how your changes to decision logic affect the results that your strategies produce. However, if tests are based on sample data, the results do not always reflect the effect that your changes have in real-life scenarios. To ensure that simulations are reliable enough to help you make important business decisions, you can deploy a sample of your production data to a dedicated Business Operations environment for testing.

  • Simulation testing

    By running simulation tests in Pega Customer Decision Hub, you can derive useful intelligence that can help you make important business decisions. For example, you can examine the effect of a new product offer or assess risk in a variety of marketing or nonmarketing scenarios.

  • Optional: Comparing decision results in the Visual Business Director planner

    Check the performance of the champion and challenger strategies across all channels, products, or lines of business in the 3-D graphical view to see how the challenger strategy compares to the champion strategy.

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