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.
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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...
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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...
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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...
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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...
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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.
...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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Mission Exercise
Cross-Sell on the Web
4 Tasks
1 hr 25 mins
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U+ Bank, a retail bank, recently implemented a Pega Customer Decision Hub™ project in which a credit card offer* is selected and shown to customers...