In Pega Customer Decision Hub, Next-Best-Action Designer provides a wizard-based approach to building and monitoring your next-best-action strategies. To speed up and simplify the process of implementing Next-Best-Action, Pega provides industry-specific templates with the recommended business structure, engagement policy, arbitration, and channel settings suited for the Retail Banking, Communications, Insurance, and Healthcare industries.

1. In the Pega Customer Decision Hub, click Next-Best-ActionDesigner.

2. Click Select a templateAdd a template from file.

3. Select the template by using one of the following options:

   • If you previously downloaded a template from Pega Marketplace, click Select local file.
   • If you have not downloaded a template yet, click Browse Pega Marketplace.

4. Click Add to preview the template before you apply it.

   Result: Pega Customer Decision Hub displays the business rules in the template, as seen in the following figure:

   

   

5. Hover over the question mark icon over each category of business rules to see its description.

   For more information about Next-Best-Action Designer, see Understanding Next-Best-Action Designer basics.

6. Click Use this template to deploy the template.