Recommendations can be customized to show information specific to a customer by using Liquid to display field or snippet values.
The example below is a recommendation displaying the customer’s specific Customer Success Manager (CSM) and the CTA is to email that specific CSM.
Conditional advice is implemented by using dynamic checklists that are populated with advice specific to the customer. The data would come from a dataset that contains the advice you want to show to the customer. Visit the Checklist page to learn more.
