Add questions you want to ask your customers or instructions you want to provide to them and configure answer types in a start node in Decision Tree Builder.
始める前に
Role required: admin, sn_gd_core.decision_tree_author
このタスクについて
The start node is the first node in a decision tree. It contains a task input and a minimum of one question or instruction. You can configure one or more questions to ask customers or instructions to provide to them.
手順
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Navigate to .
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Select the decision tree from the list.
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Select Open in Builder.
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In Decision Tree Builder, select New node.
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In the Node name field, enter a name for the start node.
- オプション:
In the Reference table field, select a table for the record type.
The table that you select for the task input does not necessarily have to be a task table. For example, you can select a case, incident, or interaction table for the record context to recommend this decision tree in a
workspace.
注: You must select the same table as the reference table for the context record in Recommended Actions.
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In the Question 1 section, enter a question or instruction for customers.
You can add text formatting, images, or links using the controls at the top of the Question 1 section.
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Make this question a required question by selecting the Required question field.
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Select the type of answer for your question.
For a description of the answer types, see Answer types for questions.
The answer the customer provides to a question can be passed to other nodes and paths via input mapping.
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Link inputs to reuse answers from prior nodes.
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Add more questions or instructions.
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Select Save and close.