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Importing the Next-Best-Action Designer template for Pega Next-Best-Action Advisor

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Set up your initial Next-Best-Action Designer configuration for using Pega Customer Decision Hub with Pega Next-Best-Action Advisor by importing the Next-Best-Action Designer Template for Pega Next-Best-Action Advisor.

Download the NBA Designer Template for NBA Advisor template file from Pega Marketplace. For more information, see NBA Designer Template for NBA Advisor.

Pega Marketplace provides components to extend your Pega software, including Communications and Financial Services templates, as well as any additional templates shared by Pega users. For more information, see Pega Marketplace.

  1. Log in to your Pega Customer Decision Hub application as an administrator operator pointing to the your application:CDHAdmins access group.

  2. In the header of Dev Studio, click Launch portal Customer Decision Hub .

  3. In the Pega Customer Decision Hub portal, click Next-Best-Action Designer .

  4. Click Select a template, and then click Add Template.

  5. In the Add template from file dialog box, import the template:

    1. Click Select local file.

    2. Select the .zip folder containing the NBA Designer Template for NBA Advisor.

    3. Click Add.

  6. In the NBAA Template window, click Use this template.

The template loads. This can take up to 15 minutes.
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