ミッション
Cross-Sell on the Web
6 モジュール
8 チャレンジ
6 時間 15 分
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.
このモジュールは、下記のミッションにも含まれています。
Next-Best-Action on digital
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モジュール
Next-Best-Action on digital
2 トピック
25 分
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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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モジュール
Defining and managing customer actions
4 トピック
35 分
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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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チャレンジ
Creating an action
3 タスク
5 分
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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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モジュール
Presenting a single offer on the web
3 トピック
25 分
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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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モジュール
Defining customer engagement policies
3 トピック
40 分
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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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チャレンジ
Loading actions and treatments from file
4 タスク
10 分
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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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チャレンジ
Defining customer engagement policies
5 タスク
15 分
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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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チャレンジ
Creating persona test cases
4 タスク
5 分
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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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モジュール
Avoiding overexposure of actions
2 トピック
20 分
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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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チャレンジ
Creating and using action suppression rules
4 タスク
15 分
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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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モジュール
Arbitrating between actions
3 トピック
40 分
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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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チャレンジ
Prioritizing actions using AI
4 タスク
20 分
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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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チャレンジ
Prioritizing actions with business levers
4 タスク
15 分
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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...