Create a recommendation with the decision tree as an action type

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create a recommendation to select Troubleshoot credit card transaction failure decision tree as an action type.

    Vorbereitungen

    Role required: sn_nb_action.next_best_action_author, admin

    Warum und wann dieser Vorgang ausgeführt wird

    New recommendations can only be created inside the rules.

    Prozedur

    1. Navigate to All > Recommended Actions > Contexts.
    2. Select the Case context.
    3. Select Active rule from the Rules related list.
    4. In the Recommendations related list, select New.
    5. In the New Recommendation screen, select A guided flow to follow to create a recommendation of type decision tree.
      A new Recommendation form is displayed with the Rule, Context, and Action type fields auto populated.
    6. In the Name field, enter Troubleshoot credit card transaction failure.
    7. In the Action field, select the action.
      The available actions are determined by the selection in the Action type field.
      1. In the Action field, select the lookup icon.
        In the resulting pop-up window, the Table name field is auto populated with the table that stores the available actions for the selected action type.
      2. In the Document field, select the Troubleshoot credit card transaction failure decision tree by clicking the lookup icon.
        For more information about how to create this decision tree, see Create Troubleshoot credit card transaction failure decision tree.
      3. Select OK.
    8. In the Recommendation hint field, enter Troubleshoot credit card transaction failure.
      The hint explains to agents why a recommendation is being suggested.
    9. Select Update.