Choose a decision tree from your Guided Decisions framework to step agents through how to proceed with a task.

Roles and availability

This activity is available with a subscription to App Engine or Customer Service Management (CSM). For more information on how to enable this activity for use in Playbooks, see Activate Playbooks for Customer Service Management (CSM).

Inputs

Open the activity properties panel and configure your activity to add values for the following inputs. If the input value varies, use the pill-picker to show where to get the value. To learn more about the pill-picker, see Dot-walking examples.
InputTypeDescription
Label String Title to display as activity and playbook card.
Description String Information to display about activity usage or outcome.
Run condition Condition Builder Conditions that must be met to run an activity or stage. You can use data from prior activities to build conditions.
Note: Show additional options to see this field.
Start Rule Choice Under Schedule > Start Rule, select a start rule for when your stage should start running:
  • When process starts: Your stage starts running as soon as the playbook starts.
  • After specific stages: Your stage starts running after specified stage(s) have finished running.
Under Schedule > Start Rule, select a start rule for when your activity should start running:
  • When stage starts: Your activity starts running as soon as its stage starts running. Your stage starts running when your playbook is triggered.
  • After specific activities: Your activity starts running after specified activities have finished running.
Start with delay True/False Option to wait for a duration of time before running an activity or stage. When enabled, this input displays the Start with delay input properties.
Note: Show additional options to see this field.

Advanced inputs

After configuring the required inputs for your activity, you can also choose to configure additional inputs. In the side panel, select Show additional options to display these advanced inputs. For more information, see Activity experience.
Input Type Description
Decision Tree Reference The Decision Tree [ga_decision_tree] record whose decision inputs and guidance you want to show to agents in the Workspace playbook. For more information on how to set up the Guided Decisions framework, see Configuring Guided Decisions.
Task Reference The triggering Case [sn_customerservice_case] record.

Outputs

There are no outputs for this activity.