Decode the why behind every Next Best Action Decision in the Pega Customer Decision Hub

Ever wonder why a particular Action didn’t make it to you customer - or even why it did?

Say hello to Action analysis, the newest addition to the Customer Decision Hub that doesn’t just show you what happened in production - but gives you insight into the why.

Join us for a fast-paced, insight-packed session where we’ll explore:

  • Where your actions are getting filtered :cyclone:
  • Whether you’ve got enough options to win :puzzle_piece:
  • What’s beating your actions (and why) :boxing_glove:
  • Which arbitration rules are calling the shots :control_knobs:

No heavy configuration. No waiting. Just real-time clarity, straight from production, right inside the Customer Decision Hub.

:sparkles: If you design, track and optimize Next Best Action decisions, this is your backstage pass to how they really work.

https://players.brightcove.net/1519050010001/default_default/index.html?videoId=6380138003112

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Decode the why behind every NBA Decision in Pega CDH.pdf (2.72 MB)

@AnubhavSrivastava

APAC Q&A:

1- Right hand side chart, does show which actions are performing in certain way?

ANS: I hope that “right hand side chart” refers to the “Optionality chart”. Optionality chart is limited to the top level i.e., “All issues” and across “All channels”.

2- In CDH 24.2, how does Best Action Analysis differ in purpose and usage from Action Performance and Value Finder? My understanding is that BAA simulates arbitration outcomes before going live, Action Performance analyzes historical results, and Value Finder highlights missed opportunities due to restrictive policies - is that correct?

ANS: Similar to the question we received in the EMEA call. Value Finder and Action Analysis are distinct in the fact that the former is a simulation and run in the Business Operations Environment (BOE) prior to deploying changes, while the latter is an analysis on the live interactions in Production. Action Performance helps marketers analyze performance trends using Key Performance Indicators (KPIs).

3- "Is it recommended to run Best Action Analysis in production, or should it only be used in lower environments?

ANS: The data for Action analysis is collected on live inbound interactions in Production. So it should be enabled in Production. Analyzing the collected data happens in the Business Operations Environment (BOE).

4- Is Action Analysis sourcing the production data or is there any data pipeline involved ?

ANS: There is no data migration required for Action analysis. The only pre-requisite is Scenario Planner Actuals is enabled in the data migration pipeline because some of the filters like “Scope” and “Inbound channels” use that data as the source for the filters. The Action analysis data itself requires nothing to be migrated at all.