Reference module: Next-Best-Action in an omnichannel environment
A bank uses Pega Customer Service in its contact center. When a call comes in, it is routed to a service representative. Once the service representative accepts the call, the Customer Decision Hub (CDH) determines the Next-Best-Action to be offered to the customer. What two pieces of information is used by the Customer Decision Hub to determine the Next-Best-Action recommendations? (Choose Two)
Identifying the Requirement:
The bank uses Pega Customer Service in its contact center and wants to use CDH to determine the Next-Best-Action when a call is accepted by a service representative.
The task is to determine what pieces of information are used by Pega CDH to determine the Next-Best-Action recommendations.
Evaluating Pega CDH Capabilities:
Pega CDH integrates seamlessly with Pega Customer Service to leverage real-time customer data and contextual information.
The system uses a combination of call context (information specific to the current call) and customer profile (historical and demographic data) to make informed decisions.
Process Overview:
Call Context:
Includes details such as the reason for the call, current issues or inquiries, and any immediate needs or concerns expressed by the customer during the call.
Customer Profile:
Comprises historical interaction data, customer preferences, past purchases, and any predictive analytics that provide insights into customer behavior and needs.
Next-Best-Action Determination:
Pega CDH processes this combined data to generate the most relevant and timely action recommendations for the service representative to offer to the customer.
Reference and Supporting Documentation:
The Pega Customer Decision Hub User Guide outlines that the system uses both the call context and the customer profile to determine the Next-Best-Action in a contact center environment, ensuring personalized and contextually relevant interactions.
Pega-Customer-Decision-Hub-User-Guide-85.pdf
Pega-Customer-Decision-Hub-User-Guide-86.pdf
Pega-Customer-Decision-Hub-User-Guide-87.pdf
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