Components installed with Proactive Prompts
Several types of components install with the activation of the Proactive Prompts application, including user roles and tables.
Proactive Prompts roles
| Role name | Operations | Contains roles |
|---|---|---|
| sn_pp.admin | Can create and manage all Proactive Prompts configurations and features. CRUD (create, read, update and delete) access to all the tables. |
|
| sn_pp.reader | Read access on the Prompt [sn_pp_prompt], Prompt users [sn_pp_prompt_users], and Prompt details [sn_pp_prompt_details] tables. | |
| sn_pp.writer | Can view, modify, or create prompts. Write access on the Prompt [sn_pp_prompt], Prompt users [sn_pp_prompt_users], and Prompt details [sn_pp_prompt_details] tables. | sn_pp.reader |
You can assign these roles to the appropriate roles, groups, or users in your
application.
- To assign a role to another role, see Add a role to an existing role.
- To assign a role to a group, see Assign a role to a group.
- To assign a role to a user, see Assign a role to a user.
Tables installed
| Table | Description |
|---|---|
| Signal configuration [sn_pp_signal_config] |
Stores signal configuration data like receiving user, frequency of sending prompts, title, prompt template, category, priority, channels, and actions. |
| Auto signal [sn_pp_auto_signal] |
Stores the schedules for the signal to run. |
| Signal channel configuration [sn_pp_signal_channel_config] |
Stores the channels configuration for a signal, such as the channels on which this signal prompt should be sent to and the actions for each channel. |
| Signal actions [sn_pp_signal_action] |
Stores the Virtual Agent actions that the user can take on receiving the prompt. |
| Signal data source [sn_pp_signal_data_source] |
Stores the source table definition and data extraction logic either from simple conditions or with aggregations or advanced scripting or Performance Analytics Indicator. Also includes threshold to evaluate the data against. |
| Signal user configuration [sn_pp_signal_user_config] |
Stores additional criteria applied to users eligible for prompt. |
| Signal category [sn_pp_signal_category] |
Stores the signal category used to identify the prompt type. |
| Signal executions [sn_pp_signal_executions] |
Stores the executions details for every prompt. |
| Prompts [sn_pp_prompt] |
Stores all the prompts generated by a signal. |
| Prompt details [sn_pp_prompt_details] |
Stores the employee information qualified for the prompt or signal when the receiving user is the manager. |
| Prompt users [sn_pp_prompt_users] |
Stores the record level information qualified for the prompt when the Collect records field is selected. |