What is the first step in setting up Einstein Next Best Action?

The first step in setting up Einstein Next Best Action is to define a set of recommendations. This foundational step is crucial because the recommendations provide the basis for the actions that will subsequently be developed and integrated within the system. By clearly outlining what type of recommendations will be available, you establish the context and criteria for any predictive models and action strategies that will be created afterwards.

When you define a set of recommendations, you are essentially determining the objectives of the Einstein Next Best Action process—what problems you aim to solve and what outcomes you hope to achieve. This can include various recommendations based on customer needs, preferences, or behaviors, enabling a tailored approach to interactions.

Creating action strategies, integrating predictive models, and displaying recommendations are all important steps, but they build upon the initial framework established by defining those recommendations. Having a clear understanding of what solutions or actions are relevant ensures that the subsequent processes align effectively with the organization’s goals and customer demands.