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Add the Proactive Assistance Component to Record Pages
Help your IT fulfillers and compliance managers resolve service requests faster by placing the Proactive Assistance component on record pages. Giving team members direct access to this card component enables them to view, refresh, and act on real-time AI sourcing recommendations directly within their workflow.
To give IT fulfillers and compliance managers access to AI sourcing recommendations, add the Proactive Assistance component to the Service Requests page layout by using the Lightning App Builder.
- From the App Launcher, find and select IT Hardware Asset Management.
- Select Service Requests, and open any active record.
- Click Setup, and select Edit Page.
- In the Components pane, find Proactive Assistance.
- Drag the Proactive Assistance component onto the page.
- Select Save, and then select Activate.
- On Org Default, select Assign as Org Default.
- Select Desktop, click Next, and save your changes.
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