Mission
Cross-Sell on the Web
6 Modules
8 Challenges
6 hrs 15 mins
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.
Available in the following missions:
Next-Best-Action on digital
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Module
Next-Best-Action on digital
2 Topics
25 mins
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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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Module
Defining and managing customer actions
4 Topics
35 mins
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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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Challenge
Creating an action
3 Tasks
5 mins
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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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Module
Presenting a single offer on the web
3 Topics
25 mins
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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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Module
Defining customer engagement policies
3 Topics
40 mins
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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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Challenge
Loading actions and treatments from file
4 Tasks
10 mins
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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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Challenge
Defining customer engagement policies
5 Tasks
15 mins
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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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Challenge
Creating persona test cases
4 Tasks
5 mins
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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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Module
Avoiding overexposure of actions
2 Topics
20 mins
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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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Challenge
Creating and using action suppression rules
4 Tasks
15 mins
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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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Module
Arbitrating between actions
3 Topics
40 mins
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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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Challenge
Prioritizing actions using AI
4 Tasks
20 mins
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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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Challenge
Prioritizing actions with business levers
4 Tasks
15 mins
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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...