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            Sales | Find Similar Interactions

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            Sales | Find Similar Interactions

            Searches interaction records by channel or related terms and generates an engagement summary for specified or all channels, including case, chat, email, surveys, and voice.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Data 360 and the Customer Signals Intelligence add-on
            User Permissions Needed  
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name FindSimilarInteractions
            Reference Action Type Standard Action
            Does this action execute one or more prompt templates? Yes
            Required Setup Set Up Draft Case Response, Find Similar Cases, and Find Similar Interactions Agent Actions

            Find Similar Interactions and Prompt Templates

            This agent action creates a summarized list of similar or related interactions across the requested channels.

            Guidelines and Considerations

            The Find Similar Interactions action requires the activation of Customer Experience Intelligence.

             
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