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Updating Next-Best-Action Designer

Updated on August 17, 2022

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This content applies to On-premises, Client-managed cloud and Pega Cloud environments

In Pega Marketing and Pega Customer Decision Hub, Next-Best-Actions are automated decisions based on predictive analytics, adaptive analytics, and traditional business rules. With Next-Best-Action Designer, you can define Next-Best-Action decisions and requirements that apply to the whole organization, or to specific business issues or groups.

Pega Customer Decision Hub Update Guide

Planning an update of Next-Best-Action Designer

Caution: Do not perform the update directly in your live Production environment. Doing that will cause the unexpected results.

When preparing for an update, take into account the environments that you have in your pipeline. To avoid interrupting normal business operations with downtime for the update, the following update path is recommended:

  1. Run the pre-update check and resolve all of the identified errors.
  2. Update Next-Best-Action Designer in the Staging Clone environment.
  3. After the update is successful and tested, push the changes to the live Production system.
  4. Push the changes from Staging Clone to downstream instances such as BOE, Staging, Dev or QA environments after Production is updated.Note: Make sure to sync all Next-Best-Action Designer dependent Artifacts before migrating the Next-Best-Action Designer upgraded Artifacts for maintaining the same configuration in all instances. Avoiding this may cause problems with migrating Artifacts from Production to downstream instances.
Note: For more information about why if you are updating to Pega Customer Decision Hub version 8.7, your Customer Contact Policy will be moved to Outbound Limits, see Change from Customer Contact Policy to Outbound Limits.
  • Previous topic Granting access to the Data menu, data flows, and interaction history summaries
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