Configure guidance actions in Recommended Actions

Configure the actions that an agent can perform for a Recommended Actions guidance.

Before you begin

Role required: sn_nb_action.next_best_action_author, admin

Procedure

1. Navigate to All > Recommended Actions > Action Types > Guidances.
2. Select a guidance from the Guidances list.
3. In the Guidance Actions form section, click New.
4. On the Guidance Action form, fill in the fields.

   Table 1. Field names on the Guidance Action form

   Field	Description
   Guidance	The guidance that this action is associated with. This field is read only.
   Action label	A name for this guidance action.
   Call to Action Label	The label for the action button that appears on the recommendation card in the contextual side panel. For example, Review and attach article or Propose Solution.
   Action Behavior	The selected behavior for the guidance action: Single click: The action is initiated and completed with one click and the card moves to the History tab in the side panel. Useful for simple actions such as escalating a case. Open in Contextual Side Panel: The action opens in a detailed view within the side panel. The agent can review the details in the side panel, such as reviewing the content of a knowledge base article. Open in Sub Tab: The action opens in a separate tab. Note: Actions that open in the contextual side panel or in the subtab don’t move to the in-progress state. The action moves to the in-progress or completed state only when the agent clicks the action button in the detail view.
   Primary	Denotes the guidance action as a primary action. This field is enabled by default. A primary action highlights the action that the agent should take and makes that action available as a button on the recommendation card. Note: A guidance can have only one primary guidance action. If this field is not selected, the guidance action is a secondary action available through the more actions menu on the recommendation card.
   Application	The application that this guidance action is associated with. This field is read only.
   Guidance Action Automation	The flow associated with this guidance action.
   Order	The order of the action.
   Completion Message	The message that appears at the top of the recommendation card when the guidance action is complete. For example, KB article was shared.

5. Depending on the selected flow in the Guidance Action Automation field, you can configure flow inputs and guidance outputs.
   • Configure flow inputs in the Automation Flow Inputs tab.
   • Configure outputs in the Guidance Outputs tab.

     These fields can contain static text, dynamic content (field values from guidance inputs), or a combination of static text and dynamic content. To use dynamic content, select the pill picker icon next to the field and select a guidance input from the list.

6. Click Submit.