
Mission
Cross-Sell on the Web
7 Modules
8 Challenges
6 hrs 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.
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...
Creating an action
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Challenge
Creating an action
3 Tasks
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 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...
Presenting a single offer on the web
Defining customer engagement policies
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Module
Defining customer engagement policies
3 Topics
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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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
5 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...
Creating persona test cases
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Challenge
Creating persona test cases
4 Tasks
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 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 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 Topics
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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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 the...
Prioritizing actions with business levers
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Challenge
Prioritizing actions with business levers
4 Tasks
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...
