For example, John Smith is a long-standing customer of U+ Comm, a large telecommunications company. John has an individual subscription consisting of a data and voice mobile plan, which is soon eligible for renewal. U+ Comm wants to offer John a new contract that includes his family, too – a multilevel household plan that includes his partner, his children, and his mother.
To understand how Pega Next-Best-Action Advisor specialists, Product Managers, or CSRs can assist customers like John by using Pega Next-Best-Action Advisor capabilities to present, refine, and negotiate recommendations, refer to the following topics:
- Showing recommendations in Pega Next-Best-Action Advisor
Use the Recommendations capability in agent-assisted channels, for example, contact centers, to show recommendations to customers.
- Assessing needs in Pega Next-Best-Action Advisor
Use the Needs assessment capability in agent-assisted channels, for example, contact centers, to negotiate alternative recommendations and their details with customers. By assessing customer needs, you increase a chance of the recommendation becoming accepted.
- Refining recommendations in Pega Next-Best-Action Advisor
Use the Negotiation capability in agent-assisted channels, for example, contact centers, to customize recommendations within a customer's budget.
- Features of the Pega Next-Best-Action Advisor
Learn about the features that Pega Next-Best-Action Advisor capabilities support.
- Architecture of the Pega Next-Best-Action Advisor capabilities
Learn about the architecture of Pega Next-Best-Action Advisor capabilities and the technical details of the Negotiation process.
- Using Pega Next-Best-Action Advisor in your desktop application
You can embed Pega Next-Best-Action Advisor into a desktop application by using a mashup script, and customize the script to meet your specific needs. You can then use Pega Next-Best-Action Advisor to either acquire new customers, retain existing customers, or make offers directly from your own application.