Pega Customer Engagement Blueprint introduction
Introduction
Explore how you can use use Pega Customer Engagement Blueprint™ to create a strategy for U+ Bank to cross-sell credit cards to existing checking account customers. This topic introduces the tool by looking at what goes in and what comes out to get you oriented.
Video
Transcript
Imagine that you are a marketing strategist at U+ Bank. You need to create a complete cross-selling strategy for credit cards, but where do you start?
Traditionally, this process means weeks of research, workshops, and manual configuration. With Customer Engagement Blueprint, you can do all the work in minutes.
See what goes in, and what comes out.
To get started, you provide three things. First, your website URL: the AI agents analyze your site to understand your industry, products, services, and visual brand identity.
Second, your business goal: you define what you want to achieve, whether that is growing the value of existing customers or acquiring new ones.
And third, any supporting documents that you want to share, such as marketing briefs or strategy papers, which give the AI even more context to work with.
From these three inputs, Blueprint AI goes to work. It generates a set of customer experiences tailored to your goal and channels.
What comes out is a , a complete, structured engagement strategy. This file contains Actions, which represent the specific offers and messages that you want to deliver, and treatments, which define exactly how each Action is presented across Channels such as email and web.
When your strategy is ready, you download the Blueprint file and import it directly into Pega 1:1 Operations Manager. This import instantly transforms your strategic design into a technical implementation, with actions, treatments, and experiences already configured and ready for testing and deployment.
In the following lessons, you define the engagement context for U+ Bank, configure the Blueprint settings, review the AI-generated Personas and brand voice, and then finally simulate the Next-Best-Action process to see exactly how the system selects the right offer for the right customer.
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