---
sourceDocument: Zurich Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/customer-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Proactive Recommendations configuration

# Proactive Recommendations configuration for Engagement Messenger {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

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![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
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## Summary of Proactive Recommendations configuration for Engagement Messenger

The Proactive Recommendations feature in Engagement Messenger allows ServiceNow customers to present context-based, real-time suggestions to users, enhancing self-service experiences.
This feature requires enabling recommendations within the Engagement Messenger embed code and activating AI Search for full functionality.
Show full answer Show less  

## Recommendations Configuration

This configuration controls how recommendations are displayed within the messenger:

* **Enable recommendation:** Toggle to show or hide recommendations.
* **Title and Subtitle text:** Customize the heading and introductory text on the recommendations screen.
* **Show the search bar:** Option to add a search box allowing users to search content beyond provided recommendations.
* **Maximum number of recommendations:** Limit how many recommendations appear at once.
* **Link text for additional recommendations:** Text for a link to view more recommendations.
* **Link text for Engagement Messenger:** Footer text enabling navigation back to the messenger home page, displayed if AI Search returns no recommendations.

## Proactive Behavior Configuration

Settings here define how and when proactive suggestions appear after 30 seconds of user inactivity:

* **Type:** Choose the display mode for proactive suggestions or disable it by selecting None.
* **Animation:** Select an animation style (Ripple or Bounce) for the launcher icon that signals inactivity.
* **Tooltip:** Optionally show a message above the launcher icon with customizable text.
* **Offer search:** Configure title, subtitle, and placeholder text for a proactive search widget.
* **Offer chat:** Customize title, subtitle, and chat button label for a proactive chat invitation.
* **Offer the recommendation you configured:** Proactively present recommendations as configured in the Recommendations section.

**Note:** AI Search must be enabled for the "Offer search" and "Offer the recommendation you configured" proactive options to function.  
The Proactive Recommendations feature enables you to show context-based suggestions in
real time and to configure the recommendations experience on Engagement Messenger.
Note:  
To integrate Proactive Recommendations on a web page, you need to enable recommendations in the embed code of Engagement Messenger. {#em-behav-recom__table_opq_wb1__entry__2}

| Field | Description |
|-|-|
| Enable recommendation | Option to show or hide the recommendations. |
| Title text | Title of the recommendation screen in the messenger. |
| Subtitle text | Helpful text about the recommendations that displays at the top of the recommendations screen. |
| Show the search bar | Option to display the search bar on the Recommendation page that enables you to search content in addition to the provided recommendations. |
| Maximum number of recommendations | The maximum number of recommendations to be shown on the recommendations screen. |
| Link text for additional recommendations | Text for the link that enables the user to view an additional recommendations. |
| Link text for Engagement Messenger | Text displayed in the footer of the messenger to enable navigation to the Engagement Messenger home page. Use the <kbd class="ph userinput">[[display text]]</kbd> format to add a clickable link to messenger. |
| * If AI Search does not return any recommendations, then the Engagement Messenger home page is displayed. * You need to enable AI Search to make Recommendations available to users. {#em-behav-recom__ul_u2r_fh4_11c} ||
[Table 1. Recommendations setting configuration form]

{#em-behav-recom__table_opq_wb1} {#em-behav-recom__table_k2n_lkc_jtb__entry__2}

| Field | Description |
|-|-|
| Type | Type of display to show the suggestions proactively on messenger after 30 seconds of inactivity. Select None to disable proactive behavior. |
| Choose an animation type | The type of animation for the launcher icon that activates when the user is inactive. * Ripple (like a wave) * Bounce {#em-behav-recom__ul_orr_pkc_jtb} |
| Show a tooltip above the icon | Option to show the tooltip message above the launcher icon. |
| Tooltip text | The message displayed on the tooltip. |
| Offer search ||
| Title text | Title of the widget that appears when Offer search is selected as the proactive help type. |
| Subtitle text | Description of the widget that appears on the widget body and appears below the title text. |
| Placeholder text | Placeholder text that appears in the search box. |
| Offer chat ||
| Title text | Title of the widget in the messenger. |
| Subtitle text | Description of the widget in the messenger. |
| Chat button label | Label of the button that is displayed for the user to start the conversation. |
| Offer the recommendation you configured ||
| Select the Offer the recommendation you configured option to show the knowledge article and catalog items recommendations proactively as per the configuration in the Recommendations section. ||
| Note: AI Search needs to be enabled for Offer search and Offer the recommendation you configured options. ||
[Table 2. Proactive setting configuration form]

{#em-behav-recom__table_k2n_lkc_jtb}

