Mission
Cross-Sell on the Web
7 Modules
10 Challenges
6 hrs 25 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.
Available in the following missions:
Next-Best-Action on digital
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Module
Next-Best-Action on digital
1 Topic
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 Topics
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 Topics
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...
Setting-up the business structure
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Challenge
Setting-up the business structure
2 Tasks
5 mins
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U+ Bank wants to organize its next best actions into a business issue and group structure.
The bank has decided to use the name Sales for the...
Creating an action
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Challenge
Creating an action
2 Tasks
5 mins
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U+ Bank has several credit cards. However, the marketing team wants to use a Standard card with “0% APR” and “no annual fee” as the first promotion.
...
Presenting a single offer on the web
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Module
Presenting a single offer on the web
3 Topics
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...
Creating a real-time container
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Challenge
Creating a real-time container
2 Tasks
5 mins
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The infrastructure team at U+ Bank is about to enable the website to communicate with Pega Customer Decision Hub™. To proceed, they must agree with...
Creating a treatment
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Challenge
Creating a treatment
2 Tasks
5 mins
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The creative department has designed an image to promote the Standard card action. The image is intended to be displayed when customers log in to...
Presenting a single offer on the web
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Challenge
Presenting a single offer on the web
2 Tasks
10 mins
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The infrastructure team at U+ Bank is now ready to test the integration between the website and Pega Customer Decision Hub™.
In preparation, you...
Defining customer engagement policies
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Module
Defining customer engagement policies
2 Topics
25 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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Challenge
Loading actions and treatments from file
4 Tasks
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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Challenge
Defining customer engagement policies
4 Tasks
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...
Avoiding overexposure of actions
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Module
Avoiding overexposure of actions
2 Topics
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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Challenge
Creating and using action suppression rules
4 Tasks
15 mins
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U+ Bank has recently introduced a few credit card offers that are presented to customers based on a set of engagement policy conditions.
Now, the...
Prioritizing actions using AI
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Challenge
Prioritizing actions using AI
4 Tasks
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...
Prioritizing actions with business levers
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Challenge
Prioritizing actions with business levers
5 Tasks
15 mins
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The U+ Bank business team now understands how arbitration works when only artificial intelligence (AI) is used for prioritization.
However, every...
