Advance Configuration

Advance Configuration allows you to define additional business rules that control when Next Best Actions should be generated. This feature is optional and can be used when recommendations need to be generated only for records that meet specific criteria.

Define Custom Criteria

Users can build advanced criteria by using the following options:

• Add Condition - Define a specific field condition that must be met.

• Add Group - Group multiple conditions together.

• Add Related Entity - Include fields from related entities in the criteria.

Administrators can configure complex business logic using AND and OR operators to determine how conditions are evaluated.

For example:

• AND Logic: All specified conditions must be satisfied.

• OR Logic: At least one of the specified conditions must be satisfied.

Multiple conditions and groups can be combined to create highly targeted recommendation rules.

Criteria-Based NBA Generation

When advanced criteria are configured:

• Next Best Actions are generated only if the record satisfies the defined criteria.

• If the criteria are not met, no Next Best Action will be generated for that record.

• This ensures recommendations are relevant and aligned with business requirements.

Note: Advanced criteria are optional. If no criteria are configured, Next Best Actions will be generated based on the standard entity configuration.

Preferred Communication Method

Administrators can optionally define a preferred communication method for recommendation generation.

Examples:

• If a record's Preferred Method of Contact is set to Email, only email-related Next Best Actions will be generated for that record.

• If the preferred contact method is Phone, phone call recommendations will be generated.

• If the preferred contact method is Fax, fax-related recommendations will be generated.

This setting helps ensure that recommended actions align with the customer's preferred communication channel.

Save Configuration

After defining the criteria and communication preferences, click Save to store the configuration.