Launch Recommended Actions by Analyzing Record Data
To assist your customers, Action Launcher can analyze record data and find recommended
actions. This method suggests actions by deriving the appropriate purpose from non-conversation
record data, such as the Case Subject and Case Description.
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
To use Recommended Actions, enable recommended actions. In Action Launcher, turn on
Recommended Actions.
You configure the Einstein Prompt Template. The template instructs the generative
engine (Einstein) on how to analyze the text in specified record fields and suggest recommended
actions.
When a user views a record page, Action Launcher uses a prompt template to
analyze the record data. The system then automatically finds recommended actions based on fields
like the Case Subject.
To search for an action, click Show Topics on Action Launcher.
Action Launcher shows two topics, and selects the first topic by
default.
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