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Creating a service intent task class

Updated on September 12, 2020

To create a service intent task, you must first create a class that represents the task. The following three classes are available by default. You can use them as templates for adding new service intent tasks that suit your business requirements.

  • PegaCA-Work-LocalOfferAdvisor - a sample class for single-offer recommendations
  • PegaCA-Work-LocalOfferNegotiator - a sample class for retention negotiations
  • PegaCA-Work-LocalSalesNegotiator - a sample class for bundle sales negotiations
  1. In the Dev Studio header search text field, search for and select the sample class that you want to use, for example, PegaCA-Work-LocalOfferAdvisor.
  2. Click Save as.
  3. Edit the name of the class to suit your business needs. To ensure that the service intent task functions correctly, the name must start with PegaCA-Work-.
  4. In the Add to ruleset list, select the implementation ruleset.
  5. Click Create and open.
  6. In the Parent class (Directed) field, enter the appropriate class name.
    • If you are creating a single-offer recommendation task, enter PegaMKT-Advisor-Work-Assessment.

    • If you are creating a retention negotiation task, enter PegaMKT-Advisor-Work-Negotiation-Retention.
    • If you are creating a bundle sales negotiation task, enter PegaMKT-Advisor-Work-Negotiation-Retention-Sales.
  7. Click Save.

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