Entity Configuration

Follow these steps to configure Next Best Action for an entity:

1. Go to the Next Best Action App → Click on Configuration → Click New.

1. Select the Entity where you want to display Next Best Actions (Example: Lead).

1. Select the View and define the number of past months (3–24 months) for historical data analysis. The system will analyze records in the selected view and period to learn successful patterns.

1. Select fields from the main entity and related entities that should be included for model training.

1. Define the Success Criteria by selecting the field and specific value that represents success (Example: Lead Status = Qualified).

2. Select Activity Types to track (Example: Email, Phone Call, Meeting). On creation or update of these activities, the system will generate a new Next Best Action.

3. Click Save and Publish.

1. Once published:

• A model training job is automatically triggered, and a new Next Best Action job is created.

• Data is sent securely to Azure for training.

• A training record is created with status updates.