Launch a Flow When a Recommendation Is Accepted

For example, on a case, display a recommendation to the service agent to upsell a premium service to the customer. When the agent accepts the recommendation, an autolaunched flow updates the case and the customer’s order history and sends a receipt via email.

Or say that you have an autolaunched flow that sends a templated marketing campaign email to a customer. Your service agents have to determine whether your customers are eligible for this campaign. Doing so involves several clicks and complex calculations. Instead use Next Best Action to check the customer’s eligibility and prompt the agent to accept the recommendation and launch the flow.