To assist your customers, Action Launcher can analyze your customer interactions and find the recommended actions for you.
Required Editions
| Available in: Lightning Experience |
| Available in: Starter, Professional, Enterprise, and Unlimited Editions with the required add-ons |
| User Permissions Needed | |
|---|---|
| To launch actions: | Industry Service Excellence and Einstein for Service Innovations permission set |
To use Recommended Actions, make sure the Recommended Actions admin setting is turned on. See Enable Recommended Actions. On Action Launcher, turn on Recommended Actions.
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To search for an action, click Show Topics on Action Launcher.
The Show Topics button is available when you use Action Launcher on a voice call or messaging session record page. The button is also available in the child subtab of a voice call or messaging session record tab. Action Launcher shows two topics, and selects the first topic by default.
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Select a topic on Action Launcher.
A list of recommended actions appears.
- To initiate a recommended action, click the action on Action Launcher.