Create a decision tree for a needs template
Create a decision tree that defines the questions that agents answer to determine customer needs and get product recommendations.
Before you begin
Before creating decision trees, review the following information:
- Decision trees in Guided decision - Become familiar with the basic elements of a decision tree and how they work, such as node types, linking inputs in nodes, and decision tree paths.
- Example configuration of a decision tree - Walk through an example decision tree, including preparations for creating a decision tree, to understand the end-to-end configuration of a decision tree.
- Answer types for questions - Learn about the various types of answers, such as Choice, Date, or Integers.
Role required: sn_prd_pm.product_catalog_manager, sn_prd_pm.product_catalog_admin
Procedure
- In the CSM Configurable Workspace, select the List
Image omitted: list-outline-24.svg
view.
view.
Navigate to Needs > Decision Tree and select New.
Select New.
On the form, fill in the fields.
FIeld Description Name Name of the decision tree. Action Label Label of the decision tree displayed on the needs template card in the product selection guide. Description Brief description of the decision tree. The description is displayed on the needs template card in the product selection guide. Title Name of the decision tree on the needs template card in the product selection guide. Show a dismiss button Option that shows or hides the Dismiss button that cancels the flow of a decision tree during opportunity or lead creation. This field is enabled by default. Select Save
A decision tree is created with the name specified in the Name field.
What to do next
Build a needs decision tree using Decision Tree Builder.
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