- Log in to the Pega Customer Decision Hub portal.
- In the navigation pane of the Pega Customer Decision Hub portal, click .
- Run a new simulation or display the results of a saved simulation.For more information, see Running Value Finder simulations.
- In the Recommendations section, click a recommendation for customers with no actions.
- Click Start simulation.
- In the Issue / Group column, select an issue or group to view a breakdown of the policies that are preventing these customers from receiving actions.
- In the Engagement policies column, click a policy that you want to investigate further.
- Review the engagement policies and consider which criteria might be too restrictive.
- To add a finding to the value summary report, click Add to Value summary.
- To review the complete value summary, click Value summary.
- To download all insights value summary, perform one of the following
- To download all insights, click Download as .pdf in the upper-right corner of the Value summary window.
- To download an individual insight, click Download as .pdf in that insight's section.
Pega Customer Decision Hub