Create a decision tree for troubleshooting a failed transaction

Help Anita create a decision tree that agents can use to troubleshoot a failed credit card transaction. After this step, the decision tree can be configured in Decision Tree Builder.

Before you begin

Role required: admin, sn_gd_core.decision_tree_author

Procedure

1. Navigate to All > Guided Decisions > Decision Trees.
   
2. Select New on the Decision Trees list.
3. On the form, fill in the fields.

   Table 1. Decision tree form for troubleshooting a failed transaction

   Field	Description
   Name	Type Troubleshoot credit card transaction failure.
   Action Label	Type Troubleshoot.
   Description	Type Decision tree to help agents troubleshoot a credit card transaction failure.
   Title	Type Troubleshoot credit card transaction failure.
   Question font size	Enter the desired font size for the questions in the guided decision tree. Example: 14
   Show a dismiss button	Select this check box if you want the Dismiss button to appear on recommendation for the agent.

   

4. Select Submit.
   The Open in Builder button is shown.

What to do next

Configure the start node to ask for the user, card, and transaction details and determine if any amount was debited.