Predictive Intelligence for case management

[HUANGCONG]

How to use Predictive Intelligence for case management

[Sohail Khilji]

Hi @HUANGCONG ,

Here is how you can use Predictive Int into Case Management Processes:

• Automated Case Assignment: Use predictive models to automatically assign cases to the most appropriate agents based on factors like workload, expertise, and historical performance.
• Prioritization: Predictive analytics can help prioritize cases by predicting their urgency and impact, ensuring that critical issues are addressed promptly.
• Recommendations: Provide agents with recommendations and suggestions based on predictive insights to streamline decision-making and resolution processes.
• Proactive Support: Anticipate potential issues or escalations by identifying patterns and trends in case data, allowing proactive intervention to prevent or mitigate problems before they escalate.

[Community Alums]

Hi @HUANGCONG ,

Please have a look on below article

Assist agents with case creation by requiring a minimum of information, such as the short description, and predicting values for the category, priority, and assignment group.

From either Agent Workspace or the platform interface, agents can use this feature when creating cases by providing the short description. Based on the information entered in the Short description field, the Predictive Intelligence  feature predicts the category, priority, and assignment group, and routes the case to the correct queue.

Plugin

The Predictive Intelligence for Customer Service Management plugin (com.snc.csm_ml) provides Predictive Intelligence capabilities for Customer Service Management. This plugin enables customers to leverage machine learning algorithms for searching related cases in CSM. This plugin requires:

• Customer Service (com.sn_customerservice)
• Predictive Intelligence for Contextual Search (com.snc.contextual_search_ml)

The Predictive Intelligence for Customer Service Management plugin is activated automatically for new Orlando customers. Existing customers upgrading to the Orlando release must manually activate this plugin.

Solution definitions

Predictive Intelligence includes the following solution definitions for case management:

• CSM Case Categorization
• CSM Case Assignment
• CSM Case Prioritization

A solution definition predicts one or more output fields based on a configured input field. At least one solution definition must be active to use Predictive Intelligence with Customer Service Management.

For more information, see Predictive Intelligence for CSM solution definitions .

Business rules

Predictive Intelligence also includes business rules for Customer Service Management:

• Default Case Based Prediction
• Update Prediction Results

For more information, see Predictive Intelligence for CSM solution definitions .

Extension points

The Predictive Intelligence feature for Customer Service Management includes the CSMPredictionService extension point. This extension point contains a method that returns the following information:

• The list of solution definitions that are used to predict field values during case creation.
• The treatment of the predicted fields based on the values of the input fields.

The system administrator can use this extension point to customize the solution definition

Please mark my answer correct and helpful if this works for you

Thanks and Regards 

Sarthak