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Next best actions provided out of the box

Updated on December 21, 2020

Pega Sales Automationincludes a number of next best actions for use out of the box. Review the table below for the usage of these next best actions, as well as to check whether the next best action is compatible with mobile apps.

The next best actions provided with Pega Sales Automation are listed in the table below, with their default rank, the criteria based on which the next best action is displayed, and whether it is also available for use in mobile apps. An Xin the table is a user-definable variable in the system.

NBA displayedCriteria when generated UsePreloadedNBA set to [True/False]Default RankAvailable on mobile [Y/N]
X leads/contacts may need immediate attentionNegative sentiment for an email from a customer or prospect.True100Y
These opportunities need follow-upNo upcoming task, appointment, or recent updates for the opportunity.True95Y
Follow up on open service case and provide customer an updateThere is a service ticket in the system.False90N
X new leads assigned since last weekNeed initial outreach for the newly assigned lead.True90Y
X emails need you to respondNo response for an email from a customer or prospect.True90Y
X emails need you to follow-up onNo response from a customer or prospect for an email.True85Y
You have X leads that are inactive for more than X weeksNo recent activity on the lead by the current owner.True85Y
Get back in touch with contactsNo recent interaction with these contacts with open opportunities.True80Y
Customer engagement is trending negativelyThe customer engagement parameter is trending downwards.True75N
Create Renewal OpportunityContract expiring.False70N
Convert interaction into a contactRecent interactions recorded with this email IDTrue65Y
Update meeting outcome for X appointmentsMeeting notes are not updated for the past appointment with the customer or prospect.True65Y
Contacts you met recently are missing key informationContact is missing key information, for example, work phone or work email.True60N
Gather more top level contactsNo senior level contacts for an organization with open opportunities.True55N
Convey Birthday WishesBirthday of a contact coming up.False50Y
Read competitive battle card for the competitorCompetitor added to the open opportunity.False45Y
Add contract documentsOpportunity in the negotiation stage.False40N
Create new Opportunity for household memberHousehold member turned 18.False35N

When you set the UsePreloadedNBA dynamic system setting to true, you can use the next best actions listed in the table above with True in the third column. For these next best actions, the GenerateNBA job scheduler runs daily and calculates the next best actions for all of the records in the system, and then saves it in the NextBestActions data set. Next best actions in the NextBestActions data set are then displayed on the dashboard in the Next Best Actions widget. Setting the UsePreloadedNBA dynamic system setting to true to increase performance.

When you set the UsePreloadedNBA dynamic system setting to false, you can use the next best actions listed in the table above with False in the third column. The system calculates these next best actions instantly and displays them on the dashboard in the Opportunity Insights widget.

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