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Mission

Cross-Sell on the Web

7 Modules

10 Challenges

6 hrs 25 mins

Visible to: All users
Beginner Pega Customer Decision Hub '24.1 English

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.

  • Explore the CDH role based learning paths here download pdf
  • Access the offline mission content here on twitter 

Available in the following missions:

Decisioning Consultant v7 Cross-Sell on the Web Extended v7
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Next-Best-Action on digital

  • Module

    Next-Best-Action on digital

    2 Topics

    25 mins

  • 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...

Defining and managing customer actions

  • Module

    Defining and managing customer actions

    4 Topics

    35 mins

  • 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

  • Challenge

    Creating an action

    3 Tasks

    5 mins

  • 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

  • Module

    Presenting a single offer on the web

    3 Topics

    25 mins

  • 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

  • Challenge

    Presenting a single offer on the web

    3 Tasks

    10 mins

  • The infrastructure team at U+ Bank is now ready to test the integration between the U+ website and Pega Customer Decision Hub™.

    To prepare, you have...

Defining customer engagement policies

  • Module

    Defining customer engagement policies

    2 Topics

    25 mins

  • 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

  • Challenge

    Loading actions and treatments from file

    4 Tasks

    10 mins

  • 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

  • Challenge

    Defining customer engagement policies

    5 Tasks

    15 mins

  • 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 and testing personas

  • Module

    Creating and testing personas

    2 Topics

    15 mins

  • Learn how to create personas and channel contexts in Customer Decision Hub, and how to use them for next-best-action testing. Explore the reasons...

Creating and testing personas in Customer Decision Hub

  • Challenge

    Creating and testing personas in Customer Decision Hub

    3 Tasks

    15 mins

  • U+ Bank is cross-selling on the web by offering credit-card offers to its customers. The bank wants to investigate whether customer groups that are...

Testing engagement policies with personas in Pega Customer Decision Hub

  • Challenge

    Testing engagement policies with personas in Pega Customer Decision Hub

    3 Tasks

    15 mins

  • U+ Bank is cross-selling on the web and has implemented some engagement policies to ensure that customers get only tailored relevant offers.

    To...

Creating personas with Pega GenAI

  • Challenge

    Creating personas with Pega GenAI

    1 Task

    15 mins

  • U+ Bank is cross-selling on the web by offering credit-card offers to its customers. The bank wants to investigate whether customer groups that are...

Avoiding overexposure of actions

  • Module

    Avoiding overexposure of actions

    2 Topics

    20 mins

  • 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

  • Challenge

    Creating and using action suppression rules

    4 Tasks

    15 mins

  • 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

  • Module

    Arbitrating between actions

    2 Topics

    25 mins

  • 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 with business levers

  • Challenge

    Prioritizing actions with business levers

    3 Tasks

    15 mins

  • The U+ Bank business team now understands how arbitration works when it uses only AI for prioritization.

    However, the business occasionally needs to...

mission badge: Cross-sell on the Web

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