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Use Case - Configuring 1:1 Always-on outbound schedule

2 Tasks

15 mins

Visible to: All users
Intermediate Pega Customer Decision Hub 8.8 Next Best Action English
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Scenario

In the initial phase of the project, the U+ Comms technical team wants to use the same SMS delivery infrastructure that is currently in use. The team wants to ensure that the system generates the delivery output correctly. The communication occurs at the subscription level.

The adaptive models are not yet trained with data and are not mature. Disable the Outbound model maturity Next-Best-Action Designer setting to ensure that the system does not filter the output.

Tip: A variation of this scenario exists in Defining an action for outbound.

 

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

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

Detailed Tasks

1 Other details

  1. Disable the Outbound model maturity setting from Next-Best-Action Designer.
    Outbound model maturity of Next Best Action Designer
  2. Create and run a secondary 1:1 Outbound schedule at the subscription level in Pega Customer Decision Hub™ with the following settings:
    Caution: The primary schedule is at the account level.
    Requirement Content

    Issue / Group

    All issues / All groups

    Context

    Subscription

    Recurrence

    Daily

    Start

    The system time is EST. Ensure that the configuration of the start time works accordingly.

    End

    After 1 occurrence

    Refresh the audience

    True

    Starting Population

    All Active Subscriptions

    Volume constraint

    Not applicable

  1. On the exercise landing page, click File Browser to log in to the file browser with the following credentials to browse the files, and then validate the file extractions:
    1. User name: pega-filerepo
    2. Password: pega-filerepo

2 Acceptance criteria

  1. The 1:1 Always-on outbound schedule completes successfully.
  2. The output file is generated in the output folder configured in the file extraction template.
  3. The file contains the correct output with the eligible subscription data.


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