In setting up Einstein Next Best Action, which step is considered optional?

In the context of setting up Einstein Next Best Action, integrating predictive models is considered an optional step because it is not a mandatory requirement for the functionality to operate effectively. The core purpose of Einstein Next Best Action is to deliver tailored recommendations to users based on certain defined criteria and strategies. Therefore, while incorporating predictive models can enhance the recommendations and improve decision-making by leveraging data to forecast outcomes, it is not strictly necessary for initiating the system.

On the other hand, defining a set of recommendations, creating action strategies, and activating automation are fundamental steps in the process. Defining recommendations lays the groundwork for what actions can be considered and communicated to users. Creating action strategies helps to organize these recommendations and determine how they will be applied in context. Finally, activating automation ensures that the system operates in real-time and provides the necessary updates to users, which is key for the successful deployment of Einstein Next Best Action.