Enable Recommended Actions for an email interaction

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Help the agent to find relevant resources based on the context of an email by enabling recommended actions.

    Before you begin

    Role required: admin

    About this task

    For more information, see Configuring Recommended Actions.

    Procedure

    1. Navigate to All > Recommended Actions  > Contexts.
    2. Select  CSM Interaction context.
    3. Set the Active column as true.