Skip to main content

Mission

Cross-Sell on the Web

7 Modules

8 Challenges

6 hrs 30 mins

Visible to: All users
Beginner Pega Customer Decision Hub 8.7 English

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.

  • To receive updates to this mission follow uson twitter
  • Access the offline mission content here on twitter

Available in the following missions:

Cross-Sell on the Web Extended v4 Decisioning Consultant v4
Verify the version tags to ensure you are consuming the intended content or, complete the latest version.

Next-Best-Action on digital

  • Module

    Next-Best-Action on digital

    1 Topic

    15 mins

  • 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...

One-to-one customer engagement

  • Module

    One-to-one customer engagement

    3 Topics

    30 mins

  • Familiarize yourself with the one-to-one customer engagement paradigm. Learn about the business problems Pega Customer Decision Hub™ can solve and...

Defining and managing customer actions

  • Module

    Defining and managing customer actions

    4 Topics

    35 mins

  • 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

  • Challenge

    Creating an action

    3 Tasks

    5 mins

  • 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

  • Module

    Presenting a single offer on the web

    3 Topics

    25 mins

  • 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

  • Challenge

    Presenting a single offer on the web

    3 Tasks

    10 mins

  • The infrastructure team at U+ Bank is now ready to test the integration between the U+ website and Pega Customer Decision Hub™.

    To prepare, you have...

Defining customer engagement policies

  • Module

    Defining customer engagement policies

    3 Topics

    40 mins

  • 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

  • Challenge

    Loading actions and treatments from file

    4 Tasks

    10 mins

  • 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

  • Challenge

    Defining customer engagement policies

    5 Tasks

    15 mins

  • 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

  • Challenge

    Creating persona test cases

    4 Tasks

    5 mins

  • 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

  • Module

    Avoiding overexposure of actions

    2 Topics

    20 mins

  • 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

  • Challenge

    Creating and using action suppression rules

    4 Tasks

    15 mins

  • 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

  • Module

    Arbitrating between actions

    3 Topics

    35 mins

  • 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

  • Challenge

    Prioritizing actions using AI

    4 Tasks

    20 mins

  • 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

  • Challenge

    Prioritizing actions with business levers

    4 Tasks

    15 mins

  • The U+ Bank business team now understands how arbitration works when it uses only AI for prioritization.

    However, the business occasionally needs to...

mission badge: Cross-sell on the Web

We'd prefer it if you saw us at our best.

Pega Academy has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice