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            Create an App With the Advanced AI for Product Recommendations Template

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            Create an App With the Advanced AI for Product Recommendations Template

            With the Advanced AI for Product Recommendations template, you can create an app that provides product purchases scores for customers.

            Required Editions

            Available in: Professional, Enterprise, and Unlimited editions with the Revenue Intelligence for Financial Services license

            Before you use the Advanced AI for Product Recommendations template, get the required snapshot datasets by creating an app using the Analytics for Retail Banking template or the Basic AI for Product Recommendations template.

            Important
            Important You can create an app by using the Advanced AI for Product Recommendations template only when snapshot data is available for at least 30 days.
            1. In Analytics Studio, click Create, and then select App.
            2. Select the Advanced AI for Product Recommendations template, and then click Continue.
            3. Review the preview page, and then click Continue.
            4. Choose to create an app or to use settings from an existing app, and then click Continue.

              Analytics runs a compatibility check of the data in Salesforce.

            5. Perform a step.

              If the compatibility check fails, perform the instructions in the error message to resolve the issues, and then try to create the app again.

              If the compatibility check completes successfully, click Looks good, next.

            6. Configure these settings in the next screen:
              1. Select an account app with a snapshot dataset containing past trends.
              2. Select the account app's snapshot dataset for the model to use to determine patterns.
              3. Select a financial account app with a snapshot dataset containing past trends.
              4. Select the financial account app's snapshot dataset for the model to use to determine patterns.
              5. Click Looks good, next.
              Note
              Note Select snapshot datasets generated by the app that’s created by using the Analytics for Retail Banking template or the Basic AI for Product Recommendations template.
            7. Configure these settings in the next screen.
              1. Select the number of days for which you want the product recommendations.
              2. Select the record types of accounts for which you want the product recommendations.
              3. Select the record types of financial accounts related to the accounts for which you want the product recommendations.
              4. Click Looks good, next.
            8. Configure these settings in the next screen:
              1. Select account statuses that indicate that the account is active.
              2. Select financial account statuses that indicate that the financial account is active.
              3. Click Looks good, next.
            9. Enter a name for your app, and then click Create.

              The process takes a few minutes.

            10. To view your app after the process is completed, refresh the page.

            The app now runs preconfigured recipes to feature, example, prediction, and predicted score datasets, and three dashboards.

             
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