Creating a Customer Engagement Blueprint

1. Navigate to https://www.pega.com/customer-engagement-blueprint and log in with your Pega credentials.
2. On the Pega Customer Engagement Blueprint web page, click Build a Blueprint.
3. In My Customer Engagement Blueprint Dashboard, click Create a Blueprint.
   
4. In Let's start your Customer Engagement Blueprint page, complete the details:
   1. In the Organization name field, enter U+ Bank.
   2. In the Organization website field, enter https://customerengagementenablement.github.io/U-BankWebsite/.
   3. In the Engagement Objective field, enter Increase credit card adoption among customers aged 25-55.
   4. In the Objective details for your messaging field, enter 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.
   5. In the Language list, ensure English is selected.
   
5. An AI Assistant called Blueprint Agent is available to assist you throughout the creation of the Blueprint. Ask the AI Assistant What does the Upload supporting content button do?

The agent explains that the button lets you provide additional documents that the agents can analyze, such as marketing briefs or strategy documents. Use the AI Assistant as needed while creating the Blueprint.

6. Review the details and click Next.

1. In the Setup stage of Blueprint, review the following details:
   1. Ensure that Industry is selected as Banking.
   2. Ensure that Cards is listed under Products and Services.
   Note: The AI retrieved this information from the U+ Bank website. You can use the edit icon to update these selections. In this scenario, Cards represents credit card products and services for existing banking customers.
2. In the Outcomes list, select Grow and click OK.
   
3. In the Channels list select Email and Web.
4. Click Next.

1. In the Personas stage, review the AI-generated Personas.
   Note: These personas reflect the key audiences your business aims to engage with. You can generate, add, remove and edit personas according to your engagement strategy. 
   
2. Click Next to see the brand voice.
3. In the Brand stage, review the AI-generated brand voice under Voice tab.
4. Optional: Configure U+ Bank's visual identity under the Visual Identity tab as needed.
5. Verify that the generated sample experience aligns with the brand voice.
   
6. Click Next to generate experiences.

1. In the Experiences stage, review the generated actions and corresponding treatments.
   Note: Each experience combines an Action (for example, cash back for Premium Rewards Card) with treatments for each Channel (Email message, Web banner). The AI generated these based on U+ Bank's products and engagement objective.

You can use the available options to improve the experiences based on your business requirements. In this scenario, no additional improvements are required.

2. Click Simulate the Next Best Action.
   
   Note: The Next-Best-Action simulation demonstrates how Blueprint filters experiences to find the right action for a specific customer.

3. Click Next to review how the actions are filtered through each stage until Next Best Action.
4. In the Next-Best-Action stage, review the top action and its treatment selected for the persona.
5. Click Let's send some messages to see how customers will experience the messages by sending a sample email:
   1. In the Email address field enter your email address, then click Send message.
      
   2. Check your inbox to see how the treatment appears to customers.
6. Close the simulation window.
7. Click Next to the summary stage.