[DP-2] User-Based Action Path
What does this pattern do?
Change personal structured data within a system, and inform the user if it succeeded or failed based on the user details.
Example Use Cases
- HR: Update my emergency contacts
- Operations: Register myself for a company event
- Sales: Create a new lead assigned to me
- Security: Reset MFA for user
Design Considerations
Design time
- Start in the Paths workspace.
- Start collecting slots which need to be changed or submitted to a service. You can collect any of our slot types
- Configure any custom attributes that are needed if your API does not accept email addresses.
- Add an API Action using your slots. Make sure to include an email or user attribute so your system knows which user is executing this action.
- Run any additional validation in your automation tools.
- Set up your generative intent & launch rules.
Run time
- Your copilot will ask all questions sequentially & will not "shortcut"
- Your copilot will only inform the user if the API action succeeded or failed.