Contents Now Platform Capabilities Previous Topic Next Topic Configure Agent Assist recommendations in Agent Workspace Subscribe Log in to subscribe to topics and get notified when content changes. ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Share Configure Agent Assist recommendations in Agent Workspace Configure Agent Assist to display recommended actions for agents for specified trends. Before you beginRole required: admin About this taskAfter you enable and configure Predictive Intelligence and the similarity analyzer, you can define the recommended messaging, display, and actions for the specified trends. You can also prioritize that the best recommendations display when multiple trends return. Procedure Navigate to Agent Assist Recommendation > Agent Assist Recommendations. You can also use the Agent Workspace Guided Setup Search > Agent Assist Recommendations > Configure. Click New to create a new Agent Assist recommendation or open an existing recommendation to edit the recommendation. On the form, fill in the fields. Table 1. Agent Assist Recommendation form Field Description Name Name of the recommendation. Table Configuration Pointer to the table configuration record. Source type Source to use for the recommendation: Script Predictive Intelligence Solution Definition Pointer to the solution definition record. Script Script that you can add to define a query that returns records for analysis. Active Option that you can select to use this recommendation. Order Integer value that determines the priority of this recommendation versus all other recommendations. A lower value means that there is a greater priority for the recommendation. Click Submit. On this page Send Feedback Previous Topic Next Topic
Configure Agent Assist recommendations in Agent Workspace Configure Agent Assist to display recommended actions for agents for specified trends. Before you beginRole required: admin About this taskAfter you enable and configure Predictive Intelligence and the similarity analyzer, you can define the recommended messaging, display, and actions for the specified trends. You can also prioritize that the best recommendations display when multiple trends return. Procedure Navigate to Agent Assist Recommendation > Agent Assist Recommendations. You can also use the Agent Workspace Guided Setup Search > Agent Assist Recommendations > Configure. Click New to create a new Agent Assist recommendation or open an existing recommendation to edit the recommendation. On the form, fill in the fields. Table 1. Agent Assist Recommendation form Field Description Name Name of the recommendation. Table Configuration Pointer to the table configuration record. Source type Source to use for the recommendation: Script Predictive Intelligence Solution Definition Pointer to the solution definition record. Script Script that you can add to define a query that returns records for analysis. Active Option that you can select to use this recommendation. Order Integer value that determines the priority of this recommendation versus all other recommendations. A lower value means that there is a greater priority for the recommendation. Click Submit.
Configure Agent Assist recommendations in Agent Workspace Configure Agent Assist to display recommended actions for agents for specified trends. Before you beginRole required: admin About this taskAfter you enable and configure Predictive Intelligence and the similarity analyzer, you can define the recommended messaging, display, and actions for the specified trends. You can also prioritize that the best recommendations display when multiple trends return. Procedure Navigate to Agent Assist Recommendation > Agent Assist Recommendations. You can also use the Agent Workspace Guided Setup Search > Agent Assist Recommendations > Configure. Click New to create a new Agent Assist recommendation or open an existing recommendation to edit the recommendation. On the form, fill in the fields. Table 1. Agent Assist Recommendation form Field Description Name Name of the recommendation. Table Configuration Pointer to the table configuration record. Source type Source to use for the recommendation: Script Predictive Intelligence Solution Definition Pointer to the solution definition record. Script Script that you can add to define a query that returns records for analysis. Active Option that you can select to use this recommendation. Order Integer value that determines the priority of this recommendation versus all other recommendations. A lower value means that there is a greater priority for the recommendation. Click Submit.
