PW26 Creating a Customer Engagement Blueprint - Assignment Overview

1 Task

5 mins

Pega Customer Decision Hub '25

Visible to: All users Applies to: Pega Customer Decision Hub '25

Beginner

English

Scenario

U+ Bank, a retail bank, wants to accelerate the development of a customer engagement strategy by using Pega Customer Engagement Blueprint™. The bank's marketing team needs to design a personalized engagement approach for cross-selling credit card products to existing checking account customers.

The Blueprint Agent tool uses generative AI to analyze the bank's website, generate customer personas, extract brand characteristics, create personalized experiences, and establish governance policies. This AI-powered approach reduces the typical strategy development timeline from months to days while ensuring compliance with regulatory requirements and customer best interests.

Your business team has defined a set of use cases to implement. You are responsible for implementing, testing, and demonstrating them to the business using the Customer Engagement Blueprint tool.

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

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Detailed Tasks

1 Other details

The following table provides the credentials you need to complete the mission exercise:

Role	User name	Password
Solution Designer	Your Pega credentials	Your Pega credentials

Note: Each use case builds upon the previous case to create a complete Blueprint by the end of the assignment. You use the Blueprint Agent throughout the use cases to understand concepts, make strategic decisions, and refine AI-generated output.

Caution: This assignment requires access to the Customer Engagement Blueprint tool. Ensure that you navigate to Pega Customer Engagement Blueprint and log in with your Pega credentials to get the correct exercise environment.

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Available in the following mission:

• PW26 Harnessing Pega Customer Engagement Blueprint for Rapid Business Value v1