Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Increasing your understanding of the effect of your business changes with the Scenario Planner

Updated on August 4, 2022

Use scenario planning to understand the impact of changes made in Next-Best-Action Designer. Browse the results of next-best-action audience simulations and compare them to real outcomes in a simple, transparent interface. View the results for all issues and groups, or drill down to the details of a single action and channel.

Pega Customer Decision Hub
  1. In Next-Best-Action Designer, create and run an audience simulation that corresponds to a new next-best-action configuration that you want to test.
    For example: Create a simulation that tests the effectiveness of assigning an increased business weight to specific actions. For more information, see Prioritizing actions based on customer relevance and business priority.
    Note: You must select Engagement policies and arbitration as the simulation scope. For more information about audience simulations, see Testing Next-Best-Action configuration with audience simulations.
  2. Click DiscoveryScenario Planner.
    Important: Because Pega Customer Decision Hub follows best practice guidelines for business change management, you should only do simulation testing in a dedicated Simulations or Business Operations environment. Because of that, the Scenario Planner menu item is inactive on any environment that is designated a Level 5 Production environment.
  3. In the Simulation filter, select the simulation that you created in step 1.
  4. Use the Issue/Group, Action, and Channel filters to select the scope of the view.
  5. Click Apply.
  6. Review the simulation results.
    For more information, see Scenario planning results.
  7. To save the simulation results as an .xlsx file, click Export.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us