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            Launch Recommended Actions by Analyzing Customer Interactions

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            Launch Recommended Actions by Analyzing Customer Interactions

            To assist your customers, Action Launcher can analyze your customer interactions and find the recommended actions for you.

            Required Editions

            Available in: Lightning Experience
            Available in: Starter, Professional, Enterprise, and Unlimited Editions with the required add-ons
            User Permissions Needed
            To launch actions: Industry Service Excellence and Einstein for Service Innovations permission set

            To use Recommended Actions, make sure the Recommended Actions admin setting is turned on. See Enable Recommended Actions. On Action Launcher, turn on Recommended Actions.

            1. To search for an action, click Show Topics on Action Launcher.
              The Show Topics button is available when you use Action Launcher on a voice call or messaging session record page. The button is also available in the child subtab of a voice call or messaging session record tab. Action Launcher shows two topics, and selects the first topic by default.
            2. Select a topic on Action Launcher.
              A list of recommended actions appears.
            3. To initiate a recommended action, click the action on Action Launcher.
             
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            Salesforce Help | Article