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.