With Action Launcher, your service agents can quickly find and launch actions to help resolve customer requests and issues. For example, agents can initiate a fee-reversal flow or launch a service-order action from Action Launcher.
To learn more about Action Launcher, visit Action Launcher.
- From Setup, in the Quick Find box, enter Action Launcher, and then select Deployments under Action Launcher.
- Click New Deployment.
- Enter a label and an API name for the deployment.
- Under Guidance to Show, select OmniScripts, and deselect Buttons, flows, links, and quick actions.
- Click Next.
- In the Select Objects page, click Next. You don't need to select any objects here.
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Select the OmniScripts that you want to include in the Action Launcher. We recommend:
- Add Account
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Add Meter Read
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Create Payment Plan
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Make a Complaint
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Manage Notification Preferences
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Schedule Field Service
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Start Service
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Stop Service
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Update Account
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Update Billing Address
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Update Billing Profile
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Update Case
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Update/Add Contact
- Click Next.
- Select up to 10 actions to display on the Action Launcher. You can reorder the actions by dragging them to a different position in the Action Launcher.
- Click Save.