Digest Settings

The Next Best Action Digest provides a consolidated summary of AI-generated recommendations for records owned by the user. It helps users quickly identify and act on high-priority items without navigating through multiple CRM records.

Note: Users must be assigned at least one of the following security roles to receive the Next Best Action Digest:

• Next Best Action User

• Next Best Action Administrator

Configure Digest Frequency

Go to Settings.

You can choose how often you want to receive the digest:

• Daily - Receive a summary of recommendations every day.

• Weekly - Receive a summary of recommendations once a week.

Digest Scope

The digest includes:

• Next Best Actions generated for records where the user is the owner

• Recommendations based on configured entities and active AI models

Digest Components

Entity Configuration

Ensure that Next Best Action is configured and published for the required entities. Only configured entities will be included in the digest.

Digest Email

The digest is delivered via email and includes:

• A prioritized list of recommended actions

• Entity type and associated record name for each recommendation

• Priority level (High, Normal, Low) to highlight urgency

• An option to open the record directly and take action

View Records Navigation

• When the user clicks the “View Records” button in the digest email, they are redirected to the “My Next Best Actions” view in CRM.

• This view displays all relevant recommendations in a structured format for further action.

Trouble Shooting

If after solution import, the Power Automate flow may sometimes be turned off. Please ensure the flow is active/turned on, as this may cause you to not receive the digest email.