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            Methods for Using Recommended Actions

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            Methods for Using Recommended Actions

            Action Launcher can recommend the best suited actions to resolve your customer's issues and requests. Action Launcher finds recommended actions based on your search keywords or by analyzing your customer interaction through messaging session or voice call channels. It can also find recommended actions by analyzing record data like the case subject and description. Identify the appropriate recommended action from the search results, and launch it to resolve the issue or request.

            Required Editions

            Available in: Lightning Experience
            Available in: Starter, Professional, Enterprise, and Unlimited Editions with the required add-ons

            Use the method that best suits your needs.

            • Launch recommended actions by entering keywords.
            • Launch recommended actions by analyzing customer interaction.
             
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            Salesforce Help | Article