Enable Recommended Actions for an email interaction

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Help the agent to find relevant resources based on the context of an email by enabling recommended actions.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    For more information, see Configuring Recommended Actions.

    Procedimento

    1. Navigate to All > Recommended Actions  > Contexts.
    2. Select  CSM Interaction context.
    3. Set the Active column as true.