1. In-Memory Next Best Action Guide
  2. Viewing Recommendation Data for Contacts

Viewing Recommendation Data for Contacts

For Business-to-Customer (B2C) applications, you can view data for real-time decisions in the Contact Summary (RTD) view.

To view data for real-time decisions for a contact

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. Drill down on the Last Name field for the contact record.

  3. Click the Contact Summary (RTD) tab, and navigate to Recommendations.

    The view displays the applicable activities, recommendations, and retention actions for the contact that you selected.