If the recommendation does not meet all the customer requirements, the agent can go through a needs assessment with the customer for a specific subscription. As part of the needs assessment, an additional context is determined. The additional context becomes another piece of metadata that is used to determine a better recommendation.

The Needs assessment dialog box contains a list of additional questions about customer preferences, followed by a selectable representation of all available recommendations. For more information, see Recommendations.

For more information, see "Assessing needs in Pega Next-Best-Action Advisor" in the Understanding Pega Next-Best-Action Advisor capabilities tutorial on the Pega Next-Best-Action Advisor product page.

• Recommendations

  Increase a chance of the recommendation becoming accepted by reviewing the recommendations suggested by Pega Next-Best-Action Advisor.

• Negotiator actions

  Continue the negotiation process by completing further Negotiator actions.

• Pega Next-Best-Action Advisor 8.5 Product Overview