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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Enable Recommended Actions for an email interaction

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

Before you begin

Role required: admin

About this task

For more information, see Configuring Recommended Actions.

Procedure

  1. Navigate to All > Recommended Actions ** > Contexts**.

  2. Select  CSM Interaction context.

  3. Set the Active column as true.