Use Predictive Intelligence for case management

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Agents can use Predictive Intelligence to predict values for configured fields when creating a customer service case.

    Avant de commencer

    Role required: sn_customerservice_agent, sn_customerservice_manager, or admin

    Pourquoi et quand exécuter cette tâche

    When you create a case, the Predictive Intelligence feature predicts values for the configured fields based on the short description.
    Remarque :
    If you update the case, the values for these fields are not predicted again.

    Procédure

    1. Create a case.
    2. Enter information in the Short description field and then tab to the next field.
      Based on this information, the system predicts the values for the Priority, Assignment group, and Category fields.
      Remarque :
      If the system can't predict values based on the short description, these fields remain empty.
    3. Facultatif : Change the values in the predicted fields if needed or enter values for fields where Predictive Intelligence has skipped the prediction.
      The system doesn't overwrite user-entered values for the predicted fields.