Next Best Action Rule Contexts

[Harshit Sharma1]

Hey there,

I am trying to add guided decision tree to Recommended next best actions.

I have selected "Interaction[interaction]"as the table in next best actions rule, since I want to get NBA for the interaction record that I create.But I get this error.

Pls help.

[Francesco Dotti]

The reason is that decision tree was created for Cases, not for Interactions.

You have to create a new decision tree for Interactions, copying the decision tree for Cases

You can mark this answer as helpful, if you think so.

[Harshit Sharma1]

Thanks for ur response.

Can u pls guide that how do we create decision trees for "interactions" separately?

What configs I need to change to be able to do that?

I couldn't find any relevant docs for the same.

[Francesco Dotti]

Hi,

I had tried to follow the docs, but with no success.

My best advice is to install DemoHub and look for a couple of demos:

 -Automate and optimize processes with end to end visibility: (San Diego)

Middle Office - Customer Operations: Contribute User, B2B2C, Playbooks, Guided Descisions, NBA etc

-

 Automate and optimize processes with end-to-end visibility: (San Diego)

B2C - Next Best Actions & Guided Decisions

Industry Financial Services

You will see that the configuration of the decision trees needs some subflows (flow designer) and there is no documentation about that.

But you can leverage or export the subflows referenced by the Guidance in order to make NBA work.

Without the subflows, your decision trees will not run and their configuration is not easy to explain.

It is quite better to start from a working demo.