PW26 Use Case - Define engagement context with AI
2 Tasks
10 mins
Scenario
As a marketer, I want to define U+ Bank's engagement context by providing the organization's website URL and business objectives, so that AI can analyze the business and generate foundational elements for my engagement strategy.
Description
U+ Bank wants to begin designing a customer engagement strategy using the Customer Engagement Blueprint tool. The first step is defining the engagement context by providing the bank's website URL and specifying the business objective. The Blueprint Agent's AI analyzes the website to understand the organization's industry, products, services, and target audience.
This foundational analysis enables the tool to generate appropriate customer personas, brand characteristics, and engagement experiences in subsequent use cases. The Blueprint Agent assists throughout the process, explaining concepts and helping you make informed strategic decisions.
Detailed Tasks
1 Other details
The Blueprint Agent uses its advanced AI website analysis to extract business context, including industry classification, product catalog, service offerings, and visual brand elements. This analysis typically takes 60-90 seconds and forms the foundation for all subsequent AI-generated content.
The Blueprint Agent provides contextual guidance throughout the Blueprint creation process. You can ask questions about any concept, decision, or recommendation to understand the strategic implications of your choices.
2 Acceptance criteria
- You successfully navigate to the Customer Engagement Blueprint portal and log in with your Pega credentials.
- You initiate the creation of a new Blueprint by providing the organization name "U+ Bank" and website URL: https://customerengagementenablement.github.io/U-BankWebsite/
- You specify the Engagement Objective as “Increase credit card adoption among customers aged 25-55.”
- You specify the objective details as “Target existing checking account customers between 25-55 years old to promote credit card products and services, with personalized offers based on their banking history and financial profile."
- The AI successfully analyzes the U+ Bank website and extracts business context information.
- You receive a Blueprint ID (format: CDHBP-XXXXXX) that you can use to access your Blueprint in subsequent use cases.
- You interact with the Blueprint Agent to ask questions like "What is a Blueprint?" and "How does website analysis work?"
- You successfully completed the Context configuration step and move to the Setup phase.
Available in the following mission:
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