Module

Defining an action for outbound

3 Topics

35 mins

Visible to: All users

Beginner

Pega Customer Decision Hub 8.8

English

In Pega Customer Decision Hub, the system selects a next best action after it considers customer engagement policies, business objectives, and recommendations from the AI. Customers might see an action on various inbound and outbound channels. Learn how to configure an action to make it suitable for outbound customer engagement and design a visually appealing email message using easy-to-use templates. Also, learn how to configure an action flow, which contains the steps involved in delivering an action to a customer.

After completing this module, you should be able to:

Create an email treatment.

Design visually appealing emails by using templates.

Configure actions with reusable action flows.

Practice what you learned in the following Challenges:

Creating an internal email treatment designed in Pega Customer Decision Hub v5

Creating an internal email treatment designed in an external tool v1

Sending emails for multiple actions in outbound v5

Available in the following mission:

Always-On Outbound Customer Engagement v5

Topics

Email treatments

5 mins

Creating internal email treatments

15 mins

Defining the action flow

10 mins

Module Quiz