Actions and action groups in Proactive Prompts
Actions provide the user the ability to act on the prompt.
The types of actions available differ based on the channel. Unless otherwise noted, the actions in the following table are available for Employee Portal and Virtual Agent.
| Action | Description |
|---|---|
| View details | Enables the user to see more details about the prompt, including any URL provided in the signal configuration. Users can also access links directly to the items/tasks/records based on the URL configured in the Script data source. For more information see, Create a signal in Proactive Prompts.Note:
|
| Send email | The user can send an email directly from the prompt. This action takes the user directly to the compose window depending on the default mail client configured in your organization. Users can choose to send the email to one user or all users at the same time.Note: Only active users with their email configured in the User [sys_user] table can be selected to send the email. |
| Set up meeting | The user can schedule a meeting via the default mail client like Outlook or Gmail based on your organization's configuration.Note:
|
| Start chat | The user can talk to the stake holder one-on-one via Microsoft Teams.Note:
|
Note: The configurable action parameter selectindividual under Actions in the Employee Center Action framework determines whether you can select all employees or one individual employee for the Send email, Set up meeting, and Start chat actions. The default value is false. This parameter is applicable only for actions in Employee Portal.
Action groups
Action groups are a collection of frequently used actions in a framework for quick access. Action groups are used only in Employee Portal. For Proactive Prompts, the action groups available are:
- Chat action group
- Email action group
For more information, see Action group.
Parent Topic:Reference for Proactive Prompts
Related topics
Components installed with Proactive Prompts