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How do I add a Prediction in the Prediction AI Designer?

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Follow these steps to add a prediction:

  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Under Platform > open Prediction AI Designer.
  4. Click Add Prediction.
  5. Select the Module.
  6. Select the Category. 
    1. Data classification - Predicting the category. For example, Case SLA Prediction. 
    2. Data prediction - Predicting the continuous values. For example, Task completion date.
  7. Default algorithm (Advanced) - The Algorithm that is used to predict is selected by default and can be changed. 
  8. Parameters - Select the parameters that you feel will influence the value. All the module fields will be shown 
    1. Note: Some of the fields in the record will influence the predicted value (for example, task size, task owner, and task start date will influence task completion date). Select whichever fields might influence the prediction.
  9. Is the value to predict available in a field for historical records?
    1. If Yes - Select the field for prediction 
    2. If No - You can specify the expression to compute the predicted value. For example, predicting a Task's due date. As you directly cannot predict the task due date, you have to find the duration first, then add a formula saying that Task duration = task due date  - task start date.
  10. After adding the Prediction, it will be queued. The data will then be uploaded, and the training will be completed. 
  11. Click Manage.
  12. Click Activate to start the predictions
    1. Note: Only Admins can perform the above steps.

Admins can also view Outliers in the data, exclude them from the training model, and retrain to improve predictions. Outliers might confuse the training model and lead to wrong predictions and hence should be excluded. 

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