Andi® will attempt to solve for the target by providing possible Other Fee products and the amount to add. This article will cover testing the skill as well as viewing and enabling it in PrecisionLender.
In this Article
Testing the Skill
Before enabling the skill for the targeted audience, you first need to ensure that the skill is working properly by testing it. To do this, navigate to the skill details page to enable the skill for your Testing audience:
- Select Testing under the Audiences section.
- In the Version drop down, choose a version of the skill that you would like to test.
- Select Save to enable the skill for the Testing audience. Once you've enabled this skill for testing, make sure you've added the users who will be testing the skill to the Testing audience.
Viewing the Skill in PrecisionLender
To view this skills recommendations, click on Andi® in the opportunity you are viewing. In the window under the Here are ways to reach the target section, you will see suggestions from Andi® using Other Fee products. The suggestions will display as a hyperlink that you can click on. This will add the specific other fee amount to the Revenue field in the Other tab.
Always remember to save the opportunity to apply any changes.
Enabling the Skill
After you've viewed and tested the skill, you are ready to enable the skill for the targeted Audience.
- Navigate back to the skill details page for the skill you were testing.
- In the Audiences section, select the targeted audience for this skill and choose the version of the skill you're enabling. When the latest skill version is published by the skill owner, this will automatically be available for selection in the list.
- Select Save to enable the skill for the targeted audience.
After enabling the skill for the targeted audience, we recommend disabling it for the Testing audience.