Mission
Cross-Sell on the Web
Archived
7 Modules
8 Défis
6 heures 30 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.
Disponible dans les missions suivantes :
Next-Best-Action on digital
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Module
Next-Best-Action on digital
1 Rubrique
15 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...
One-to-one customer engagement
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Module
One-to-one customer engagement
3 Rubriques
30 mins
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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
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Module
Defining and managing customer actions
4 Rubriques
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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Défi
Creating an action
3 Tâches
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 Rubriques
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 Rubriques
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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Défi
Loading actions and treatments from file
4 Tâches
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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Défi
Defining customer engagement policies
5 Tâches
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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Défi
Creating persona test cases
4 Tâches
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 Rubriques
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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Défi
Creating and using action suppression rules
4 Tâches
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 Rubriques
35 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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Défi
Prioritizing actions using AI
4 Tâches
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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Défi
Prioritizing actions with business levers
4 Tâches
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...
