# Next Best Action Activity Card

Next Best Actions are displayed as user-friendly Activity Cards within CRM forms.

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Each card includes:

**1**. **Title of the recommended action**

* The main text describing the suggested activity.
* Benefit: Quickly informs the user of the recommended next step without needing to open additional screens.
* Example: “Follow up regarding proposal.”

**2. Related record information**

* Key details about the record connected to the recommendation, such as a contact, account, or opportunity.
* Benefits: Provides context so users know exactly who or what the action pertains to.
* Example: Contact: Jane Doe, Company: Acme Corp, Opportunity: Q2 Product Demo.

**3.** **Due date**

* The suggested date by which the action should be completed.
* Benefits: Guides users on the optimal time to perform an action to achieve the desired goal and helps users prioritize tasks and manage timelines effectively.
* Example: Due Date: Today, Tomorrow, 2 hours, etc.

**4. Activity type (Email, Phone Call, Meeting, etc.)**

* Specifies the nature of the recommended action.
* Benefits: Allows users to understand the mode of communication and prepare accordingly.
* Example: Activity Type: Phone Call.

**5. Priority indicator (High, Normal, Low)**

* Shows the urgency or importance of the recommended action.
* Benefits: Helps users focus on high-impact tasks first.
* Example: Priority: High - follow up immediately with a key prospect.

**6. Confidence score**

* A numerical or visual indicator of how confident the system is that this recommendation is relevant.
* Benefits: Guides users on which recommendations are most likely to be valuable, saving time and effort.
* Example: Confidence Score: 92%.

**7. Timestamp**

* The date and time the recommendation was generated.
* Benefits: Provides context on the freshness of the recommendation and helps with auditing.
* Example: Generated: 2026-03-04 10:15 AM.

**8. More Details (Next Best Action reasoning summary for recommendation)**

* A brief explanation of why this recommendation was suggested.
* Benefits: Improves transparency, helping users understand the rationale and trust the AI’s suggestions.
* Example: “Recommended because Prospect X viewed the product demo last week and has not responded to the follow-up email.”

For more information, refer to the [Explainable AI](https://docs.inogic.com/next-best-action/features/explainable-ai) section.

Available actions on the card:\
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* **Take Action** - Opens the activity form

*Use Case:* Clicking “Take Action” opens the activity form, allowing the user to quickly log or update an activity.<br>

* **Complete** - Marks the recommendation as completed.

*Use Case:* After confirming a meeting with a client, the user marks the NBA card as complete to update the timeline.<br>

* **Dismiss** - Dismisses the recommendation with a reason.

*Use Case:* If a recommendation is irrelevant, such as suggesting a call for a cold lead, the user can dismiss it and optionally note why, to ensure auditing and traceability.<br>

* **Undo** - Restore a dismissed action if required.

*Use Case:* The user changes their mind and wants to perform the action after dismissal; clicking Undo brings the card back, and any action taken, Complete, Dismiss, or Take Action, is duly recorded and updated in both the card and the timeline.

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