Building a Scheduled Alert Generator with Next Best Action and Flow

Suppose that you have an NBA recommendation strategy that runs on Account record pages, generating insights and recommendations specific to a given account. Your salespeople have 50 accounts, and they don’t want to have to manually visit every account page each day to see if there’s something new waiting for them there. What do you […]

NBA – Best Practices

Best Practices (Strategic) Whiteboard! Whiteboard! Whiteboard!  Spend time in determining What: are the use cases?  Who:  are the recommendations for- is it for the end customer or is it for the agent themselves? Why: do you want these recommendations? what  are the target KPIs  A few common target KPIs Agent productivity CSAT NPS Revenue Conversions […]

Reporting on dynamic recommendations created by the Generate node

When using a Generate node to create dynamic recommendations, you need to ensure that the ID for the recommendation is passed because that is the primary key on which the node operates and further downstream reports are generated.  A point to watch out for is that it is not straightforward to generate IDs dynamically and […]