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Customers & follow-upGrowth
Next Best Action
Rule-based recommendations for what the owner or staff should fix next.
What this page is for
Use when user does not know what to do next.
How to set it up
- 1Keep health checks and tasks updated.
- 2Open the highest priority action.
- 3Complete linked setup or follow-up.
Demo workflow
Next Best Action workflow demo
A workspace user opens Next Best Action and needs to understand what action to take.
1
Open the page
Go to Next Best Action from the sidebar or this docs page.
2
Check the state
Read the cards, empty-state message, filters, or table rows to understand current status.
3
Take action
Use the related setup page, action button, or linked workflow to complete the next step.
The user knows what the page does and which action moves the workflow forward.