The decision engine allows you to create standardized processes for your client portfolio according to their segmentation, align your business policies and generate information that allows you to accelerate and prioritize business growth. Once you configure a segment, it is ready to use.
To make a decision:
Find the company to which the evaluation will be triggered. Click on the company.
Select the New decision request button. Here you will see the list of the segments that you have already configured.
Select the segment that corresponds to your evaluation, click the Continue button and fill out the initial form (only applies if you configured more fields).
Add the email of the person or people that should receive the evaluation and click Send.
To see the progress of your evaluations, go to Decision Requests in the main menu.