Misión
Cross-Sell on the Web
6 Módulos
8 Retos
6 horas 15 minutos
Learn how easy it is to author Next-Best-Action decisions for your always-on customer brain using Next-Best-Action Designer. Reduce design time while achieving your business goals by automatically creating strategies that adhere to best practices. This course provides a functional understanding of how Next-Best-Action Designer works and how to use it. Learn how to implement engagement policies and combine artificial intelligence with business levers to select the best action for each customer.
Disponible en las siguientes misiones:
Next-Best-Action on digital
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Módulo
Next-Best-Action on digital
2 Temas
25 minutos
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Learn about a typical cross-selling use case on the web channel and its four phases of implementation to improve 1-to-1 customer engagement, drive...
Defining and managing customer actions
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Módulo
Defining and managing customer actions
4 Temas
35 minutos
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In Pega Customer Decision Hub™, learn how to use Next-Best-Action Designer to build the business issue/group hierarchies for your organization. Create...
Creating an action
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Reto
Creating an action
3 Tareas
5 minutos
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The System Architect just completed running the Setup Wizard for Pega Customer Decision Hub™ for Financial Services industry. The Financial Services...
Presenting a single offer on the web
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Módulo
Presenting a single offer on the web
3 Temas
25 minutos
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Learn about real-time containers and how they are used to display actions selected by Pega Customer Decision Hub in real-time channels. Gain...
Presenting a single offer on the web
Defining customer engagement policies
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Módulo
Defining customer engagement policies
3 Temas
40 minutos
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Engagement policies are the set of conditions such as eligibility, applicability, and suitability that qualify an offer or a group of offers for a...
Loading actions and treatments from file
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Reto
Loading actions and treatments from file
4 Tareas
10 minutos
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U+ Bank recently completed a pilot project to show an offer, the Standard credit card, to all customers who log in to their account page on the...
Defining customer engagement policies
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Reto
Defining customer engagement policies
5 Tareas
15 minutos
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U+ Bank has recently completed a pilot project where customers see a single offer, the Standard card offer when they log in to their account page on...
Creating persona test cases
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Reto
Creating persona test cases
4 Tareas
5 minutos
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U+ Bank is cross-selling on the web and has implemented some engagement policies to ensure that customers get only tailored relevant offers.
To...
Avoiding overexposure of actions
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Módulo
Avoiding overexposure of actions
2 Temas
20 minutos
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Learn about contact policies and how they are used in Pega Customer Decision Hub. Gain experience defining contact policy rules to suppress actions...
Creating and using action suppression rules
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Reto
Creating and using action suppression rules
4 Tareas
15 minutos
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U+ Bank recently introduced credit card offers that it presents to customers based on a set of engagement policy conditions.
The business wants to...
Arbitrating between actions
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Módulo
Arbitrating between actions
3 Temas
40 minutos
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After applying engagement policy rules, a customer may still qualify for more than one action. Learn how every Next-Best-Action weighs customer needs...
Prioritizing actions using AI
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Reto
Prioritizing actions using AI
4 Tareas
20 minutos
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When customers log in to the U+ Bank website, they see the credit card offers for which they qualify based on the engagement policy defined by the...
Prioritizing actions with business levers
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Reto
Prioritizing actions with business levers
4 Tareas
15 minutos
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The U+ Bank business team now understands how arbitration works when it uses only AI for prioritization.
However, the business occasionally needs to...