Tutorial: Configuring supporting decisions for Pega Next-Best-Action Advisor
Perform additional required configuration in Pega Customer Decision Hub portal by configuring supporting decisions for 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 strategy designer in a project team that uses the Next-Best-Action Designer template for Pega Next-Best-Action Advisor, finish your implementation by configuring the following supporting decisions for Pega Next-Best-Action Advisor to align with customer requirements:
- Investment budget
- Investment budget is the amount that you are willing to invest into the customer.
- Static bundle
- Static bundle is a fixed, preconfigured suite of offers.
- Current bundle
- Current bundle is the current holdings of the customer.
- Search offers
- Search offers is a feature that allows you to search for a particular offer by using keywords, for example, the name of a mobile phone model.
- Profile preferences
- Profile preference logic is a process that increases the weight of individual propositions.
A supporting decision allows you to associate a strategy with real-time containers, thereby enabling you to make any strategy available to external channels.
Reach those goals by performing the following tasks:
- Creating the supporting decision for the investment budget
- Determining the investment budget for Pega Next-Best-Action Advisor
- Specializing the Calculate budget scorecard
- Adding advertised bundles
- Determining the static bundle for Pega Next-Best-Action Advisor
- Determining the current bundle for Pega Next-Best-Action Advisor
- Enabling the search offer feature for Pega Next-Best-Action Advisor
- Determining profile preferences for Pega Next-Best-Action Advisor
For more information, see Tutorial: Configuring Next-Best-Action Designer for Pega Next-Best-Action Advisor on the Pega Next-Best-Action Advisor product page.
For general instructions on supporting decisions, see the Supporting Decisions landing page.
For the ease of performing tasks, familiarize yourself with Using a configuration modal window and Decision strategy components.
Conclusions
You have learned how to configure supporting decisions for Pega Next-Best-Action Advisor.
Next Steps
You can now advance your case in Pega Next-Best-Action Advisor to ensure it is working as expected, which is outside of the scope of this document. You can then start implementing your own logic using Next-Best-Action Designer to create actions and eligibility for your customer requirements.
- Creating the supporting decision for the investment budget
Pega Next-Best-Action Advisor requires a certain strategy logic for the Next-Best-Action Designer template for Pega Next-Best-Action Advisor to work properly. Set that logic by creating the supporting decision for determining the investment budget.
- Determining the investment budget for Pega Next-Best-Action Advisor
Pega Next-Best-Action Advisor requires a certain strategy logic for the Next-Best-Action Designer template for Pega Next-Best-Action Advisor to work properly. Set that logic by creating the supporting decision for determining the investment budget.
- Specializing the Calculate budget scorecard
Set the amount that you are willing to invest by editing the Calculate Budget strategy.
- Adding advertised bundles
Advertised bundles allow you to present a more comprehensive offer to your customers. Enable this customer experience by using advertised bundles in Pega Next-Best-Action Advisor.
- Determining the static bundle for Pega Next-Best-Action Advisor
Pega Next-Best-Action Advisor requires a certain static bundle strategy logic to show fixed offers to a customer. Set that logic by editing the relevant strategy rule.
- Determining the current bundle for Pega Next-Best-Action Advisor
Pega Next-Best-Action Advisor requires a certain strategy logic to show the current holdings of a customer. Set that logic by editing the relevant strategy rule.
- Enabling the search offer feature for Pega Next-Best-Action Advisor
Improve the customer experience by enabling the search offer feature in Pega Next-Best-Action Advisor. By using this feature, you can search for a particular offer by using keywords, for example, the name of your mobile phone model.
- Determining profile preferences for Pega Next-Best-Action Advisor
Profile preference logic is a process that increases the weight of individual propositions. Customize the preference logic for Pega Next-Best-Action Advisor by creating questions, mapping them to offers, and then assigning weight to each question.
- Verifying supporting decisions for Pega Next-Best-Action Advisor
Test each supporting decision before creating the next one using Postman to ensure that it is working.
Next topic Creating the supporting decision for the investment budget