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了解走访任务推荐
走访任务推荐的目标对象可以是评估任务或 RVKPI。在您计划评估任务推荐时,创建任务。在您计划 RVKPI 类型推荐时,将为现有任务创建 KPI。在您计划评估任务推荐和相关 RVKPI 推荐时,将创建任务和 KPI。

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走访任务推荐的目标对象可以是评估任务或 RVKPI。在您计划评估任务推荐时,创建任务。在您计划 RVKPI 类型推荐时,将为现有任务创建 KPI。在您计划评估任务推荐和相关 RVKPI 推荐时,将创建任务和 KPI。
| 在 Lightning Experience 中,适用于启用了 Consumer Goods Cloud 的 Professional、Unlimited 和 Enterprise Edition。 |
从 AI 走访任务推荐对象中,您可以计划走访任务推荐。或者,从这些对象的相关列表中,您可以计划推荐。
如果在任务推荐流中定义父 ID,AI 走访推荐和 AI 走访任务推荐请求对象的相关列表仅显示评估任务类型推荐。否则,显示所有推荐。
AI 走访推荐和 AI 走访任务推荐请求对象的相关列表仅显示评估任务类型推荐。但在从走访相关列表中计划推荐时,您可以计划相关推荐。

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