Example configurations of recommended actions
This example documentation demonstrates end-to-end configurations of recommendations with actions of type guidance, decision tree, or field recommendation to help you get started with Recommended Actions.
| Scenario | Description |
|---|---|
| Troubleshoot a failed credit card transaction | A decision tree that helps agents troubleshoot a failed credit card transaction. This decision tree asks a series of questions and based on the answers entered, provides a resolution, such as track the failed transaction, dispatch a new credit card, or provide further assistance. |
| Recommend an assignment group for a router issue | A field recommendation that recommends a value for the Assignment group field so that the agent can assign the case to the appropriate team to resolve the customer issue faster. |
| Link the current case to the similar major case | A guidance that recommends linking the current case to the recommended similar major case so that the business owner can identify the trend and take corrective actions. |