Starting a Customer Engagement Blueprint

Explore how to use Customer Engagement Blueprint™ to create a strategy for U+ Bank to cross-sell credit cards to existing checking account customers. This topic details the initial step of the six-step process by focusing on defining the engagement context by entering business details and the objective into the system. The tool then analyzes the bank's website to extract relevant business and brand information to support strategy development.

Let us get started with The Pega Customer Engagement Blueprint. Here is the use case: U+ Bank wants to cross-sell credit cards to its existing checking account customers. Instead of manually designing the strategy, I’m going to use Pega Customer Engagement Blueprint, which uses AI to accelerate strategy development.

Alright, let me fill in the form. First, I need to change the organization name to U+ Bank.

Next, the website URL. This part is important because the AI will analyze this site to understand the business structure.

Now for the Engagement Objective. Let me click the list to see the options. Because I want to cross-sell credit cards, which means growing the value of existing relationships, Grow customer value looks right.

The system automatically fills in detailed information about growing customer value through cross-sell and upsell opportunities. But let me make this specific to our credit card objective.

I'll update the objective details to Cross-selling credit card products to existing checking account customers.

Perfect. I now have everything filled in. I’ll click Next to start the website analysis.

Excellent! I can see that the agents are analyzing the U+ Bank website to extract the information about the industry, products, services, and visual brand elements that will form the foundation for everything I build next.