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Tutorial: Configuring Next-Best-Action Designer for Pega Next-Best-Action Advisor


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Use the Next-Best-Action Designer template for Pega Next-Best-Action Advisor that contains next-best-action settings to speed up and simplify the process of implementing next best actions into Pega Next-Best-Action Advisor.

Use Case

U+ Comm, a large telecommunications company, wants to create rich and rewarding experiences for their customers, while maximizing the revenue from their call center by using the next-best-action capability within Pega Customer Decision Hub.

As a project team, implement this solution by using the predefined Next-Best-Action Designer template that provides the initial configuration for Pega Next-Best-Action Advisor. Complete the configuration by defining the next-best-action business structure and setting the required attributes. Achieve those goals by performing the following tasks:

  1. Completing the prerequisite tasks
  2. Importing the Next-Best-Action Designer template for Pega Next-Best-Action Advisor
  3. Adding and editing the Personalized bundle action
  4. Setting the result data required by Pega Next-Best-Action Advisor

If you want to, you can create an additional configuration to execute basic use cases using the Pega Next-Best-Action Advisor application for learning purposes, and to provide guidance on how such configuration should be implemented:

  1. Optional: Configuring the next-best-action business structure for personalized bundles
  2. Adding and editing an example of a Mobile action
  3. Adding and editing an example of a Discount action


You have learned how to configure Next-Best-Action Designer in order to use next best actions in Pega Next-Best-Action Advisor.

Next steps

You can now validate your implementation in Pega Next-Best-Action Advisor and start leveraging Pega Next-Best-Action Advisor capabilities.

For more information, see Validating your Next-Best-Action Designer configuration in Pega Next-Best-Action Advisor and the Understanding Pega Next-Best-Action Advisor capabilities tutorial on the Pega Next-Best-Action Advisor product page.

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