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Configuring Customer Decision Hub

Updated on March 25, 2020

The Customer Decision Hub provides the suggested actions to the customer service representative (CSR) during a customer interaction with the help of Pega Customer Service and Pega Customer Decision Hub.

The Customer Decision Hub configuration page enables the communication with the Pega Customer Decision Hub application to provide next best actions.
  1. In the header of Dev Studio, click Customer ServiceCustomer ExperienceCustomer Decision Hub configuration.
  2. On the Customer Decision Hub configuration page, click the NBA Enabled link and update the .NBAAdapterSetting target value to "true" to enable the communication with decision hub.
  3. Save the rule into your implementation layer. For additional information about locked and unlocked rulesets, see Copying a rule or data instance.
  4. On the Customer Decision Hub configuration page, click the Customer Decision Hub Server link and add the Pega Customer Decision Hub URL, for example, http://<localhost>:<port>. Click Save to save the data instance.
  5. Optional: On the Customer Decision Hub configuration page, click the Map Additional Interaction Context link to update or add context information for strategies to process and respond with appropriate actions. Then, update the data transform rule.
  6. Save the rule into your implementation layer. For additional information about locked and unlocked rulesets, see Copying a rule or data instance.
    Note: Pega Customer Decision Hub follows a defined structure to map the context properties. Follow the examples from the data transform rule. Be cautious while adding or updating Type, Key and Value properties in the data transform rule.
  7. On the Customer Decision Hub configuration page, click the Update Containers link and update the mapvalue rule, to update the container name.
  8. Save the rule into your implementation layer. For additional information about locked and unlocked rulesets, see Copying a rule or data instance.
  9. On the Customer Decision Hub configuration page, click the Update button in the center of the page to update the list of configured actions, such as TopOffers, RetentionPeak, NeedsAssessment, and LostStolenCard. Each action is mapped to a call, a flow rule, a Boolean property to display or hide peak offers, and an image.
  10. Save the rule into your implementation layer. For additional information about locked and unlocked rulesets, see Copying a rule or data instance.

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