Creating actions manually
This article describes the Next-Best-Action framework shipped with Pega Marketing™ 8.4 and Pega Customer Decision Hub™ 8.4. For Pega Customer Decision Hub 8.5, see the Pega Customer Decision Hub User Guide on the Pega Customer Decision Hub product page.
- In the Pega Marketing or Pega Customer Decision Hub portal, click Content > Actions.
- Click Create > Action.
- Specify the action name and the issue and group to which the action belongs, as in the following figure:
A new loan action in the Acquisition issue A new loan action in the Acquisition issue
- Click Create and open.
- Click Save.
- Configure the action details. For more information, see Configuring action details.
- Configure the action engagement policies. For more information, see Defining action engagement policies.
- Define the action treatments. For more information, see Defining treatments for actions.
- Define the action flow. For more information, see Defining the action flow.
- Validate the action configuration. For more information, see Testing the action flow.