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Upgrading the Next-Best-Action Designer from legacy versions

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In the Pega Customer Decision Hub, Next-Best-Action provides automated decisions based on predictive analytics, adaptive analytics, and traditional business rules. With the Next-Best-Action Designer, you can define Next-Best-Action decisions and requirements which apply to the whole organization, or to specific business issues or groups.

Pega Marketing 8.3 introduced the new Next-Best-Action Designer version 2. Pega Customer Decision Hub 8.5 expanded the capabilities of Next-Best-Action Designer version 2 by adding enhancements that support multilevel context decisioning. If you defined Next-Best-Action using one of the previous versions of Next-Best-Action Designer, you can continue to use the legacy configuration. However, to benefit from the new features, upgrade your Next-Best-Action configuration.

If you never implemented the Next-Best-Action Designer configuration in Pega Marketing or Pega Customer Decision Hub 8.2 or earlier, open and save your Context Dictionary page after the upgrade to ensure that the Next-Best-Action Designer is accessible. For more information, see Resaving the Context Dictionary configuration.
Before you upgrade the Next-Best-Action Designer in a production environment, first perform the upgrade in a sandbox environment and review the performance of your strategies to ensure that they continue to give the expected results. After the Next-Best-Action Designer is upgraded, it cannot be downgraded back to a previous version.
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