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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. Extending the next-best-action business structure by creating an additional group
  2. Adding and editing examples of Mobile actions
  3. Adding and editing an example of a Discount action

Conclusions

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.

  1. Overview of the Next-Best-Action Designer template for Pega Next-Best-Action Advisor

    Pega provides Next-Best-Action Designer templates with the recommended business structure, engagement policy, arbitration, and channel settings for various business scenarios. You can import these templates into your application and use them to configure basic settings that meet your requirements.

  2. Completing the prerequisite tasks

    Prepare your implementation scenario by installing and verifying necessary applications and their sample customer data files.

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

    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.

  4. Adding and editing the Personalized bundle action

    Define the next-best-action business structure of your retention and acquisition journey by creating a personalized bundle action in Next-Best-Action Designer.

  5. Setting the result data required by Pega Next-Best-Action Advisor

    Pega Next-Best-Action Advisor requires certain data attributes to display its user interface. Set those attributes by editing the relevant strategy rule.

  6. Extending the next-best-action business structure by creating an additional group

    Customize the business structure of your next best actions by creating an additional group in Next-Best-Action Designer that you can later use to create a personalized bundle.

  7. Adding and editing examples of Mobile actions

    Learn how to define your next best action business structure by creating an action in Next-Best-Action Designer that you can later demonstrate in Pega Next-Best-Action Advisor.

  8. Adding and editing an example of a Discount action

    Learn how to define your next best action business structure by creating an action in Next-Best-Action Designer that you can later demonstrate in Pega Next-Best-Action Advisor.

  9. Validating your Next-Best-Action Designer configuration in Pega Next-Best-Action Advisor

    Validate your Next-Best-Action Designer configuration by using the Pega Next-Best-Action Advisor tester utility.

  10. Configuring supporting decisions for Pega Next-Best-Action Advisor

    After configuring your Next-Best-Action Designer, you must configure supporting decisions for Pega Next-Best-Action Advisor. For more information, see .

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