AI search with Recommended Actions
Use AI search with Recommended Actions to create contexts and search for relevant records.
Nota:
The AI search is available only if you have configured the Recommended Actions application to display relevant results for the search query. See Set up recommended actions for account onboarding for details.
AI search results and genius results are displayed in the Search tab of the Recommended Actions component in the contextual side panel. Agents can initiate actions from the search cards directly to resolve an issue.
The search results from the configured search sources are displayed in the form of cards. These cards are previews of search records. You can select the card to view the record details or directly take actions through the cards. The most relevant answers are displayed as top results in the form of genius result cards.
Search is available for the following:
- Account onboarding cases and case tasks
- Success cases and success case tasks
- Engagements
- Touchpoints
- Risks and issues
- Success initiatives
- Success objectives
- Success outcomes
For more details on how to enable AI search and create search contexts, see Configuring AI search in Recommended Actions.