Creating strategies
You can create new Strategies from the Strategies landing page in the Pega Customer Decision Hub portal.
Pega Customer Decision Hub
- Click .
- Click Create.
- Select the Strategy creation mode:
- If you want Pega Customer Decision Hub to guide you through the Strategy
creation, select Guide me through it. For more information, see
Using the Strategy
Builder. The Strategy Builder allows you to create Strategies for the primary
customer context in your application.
Note: Use this option for retail banking strategies in Pega Customer Decision Hub for Financial Services. - If you want to create the Strategy manually, select Start with new canvas. For more information, see Creating Strategies Manually. Manual Strategy creation allows you to create Strategies for all customer contexts in your application.
- If you want Pega Customer Decision Hub to guide you through the Strategy
creation, select Guide me through it. For more information, see
Using the Strategy
Builder. The Strategy Builder allows you to create Strategies for the primary
customer context in your application.
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