What Precursive AI does

Precursive AI analyzes your Salesforce data and generates Insights and actions for the records that matter most to your team. Insights help you do the following:

• Understand the current status of your deals, Projects, accounts, or other records.
• Find risks and opportunities you might have missed.
• Get recommendations for next steps.
• Take action from the Insight, without leaving the record.

The core building block is the Zen Agent. You configure a Zen Agent to look at one type of Salesforce record, such as Opportunities, Projects, Accounts, or any custom object. The Agent gathers the data that matters and produces an Insight. Insights appear on record pages in the Precursive AI component and in the Zen Feed, and Precursive AI can also email them on a schedule.

Key concepts

Three building blocks work together to produce an Insight: Context Sources, Zen Agents, and Actions.

Context Sources

A Context Source is a reusable building block that defines how to pull specific data from Salesforce. An admin builds each Context Source on a Salesforce Flow. Many Zen Agents can reuse the same Context Source. For example:

• Recent Tasks and Events: activity history for any record.
• Project Milestones: milestone status and dates.
• Open Risks and Issues: Project Health log entries.
• Related Contacts: contact information linked to Accounts.

Admins create and maintain Context Sources. Builders choose from the available Context Sources when they add them to a Zen Agent.

Prompt injection can occur when the AI reads content from outside sources or from users, such as support cases or emails. Precursive AI reduces this risk by limiting which data sources can provide context and by applying safeguards in the application. Admins control what data flows into Context Sources.

⚠️ Warning: Use only trusted data in Context Sources. External or user-written content can carry prompt injection.

Context Sources on a Zen Agent

When a Builder adds a Context Source to a Zen Agent, they give it instructions. The Context Source tells the AI what data to look at, and the instructions tell it what to do with that data. A Zen Agent can use one or more Context Sources, and each one contributes to the final Insight. For example, a Project Status Agent can use these Context Sources:

• Project Tasks: identify upcoming milestones and overdue work.
• Recent Activities: check for gaps in engagement.
• Open Risks and Issues: summarize critical issues.

The Context Sources run in order, and each one adds context to the final Insight.

Zen Agents

A Zen Agent brings everything together. It selects the records to analyze, sets the Context Sources to use, defines a custom score and salience, and links the Actions the AI can recommend or take. For example, you can configure a Project Status Agent to do the following:

• Analyze all active Projects in delivery.
• Use the Context Sources above to gather context and generate the Insight.
• Show a Project Risk score, so users can see which Projects need attention.

Actions

Actions are reusable Salesforce record operations that create a record or update an existing one. The AI can recommend an Action, or run it automatically, based on the Insight. Each Action has Action Instructions that an admin defines, such as what the Action does and how to fill in fields. When a Builder links an Action to a Zen Agent, they can add Agent-specific instructions that the AI reads together with the admin instructions.

Admins define Actions, and Builders link them to Zen Agents. A user can apply an Action (Supervised), or the AI can run it automatically when its confidence in the recommendation is high (Autonomous).

Who does what

Precursive AI has three main permission sets:

• Precursive AI Standard: view Insights on record pages, give feedback, and act on recommended actions.
• Precursive AI Insights Builder: create and configure Zen Agents, and link Context Sources and Actions to them.
• Precursive AI Admin: full access, including creating Context Sources and Actions, refreshing entitlements and reviewing usage, and configuring data privacy and sharing settings.

Two add-on permission sets, Precursive AI Allow System Mode and Precursive AI Manage System Mode, control who can relax the access check with System Mode. For details, see Precursive AI permission sets.

How Insights reach you

You can see Insights on record pages, in the Zen Feed, and in email digests. Your admin can also set up Slack digests.

The Precursive AI component on record pages

An admin adds the Precursive AI component to record pages, as a card inline with the other components or as a docked panel at the bottom right of the screen. When you open a record, the component shows the most recent Insight for that record. From the component, you can do the following:

• View the Insight, including the score, citations, and recommended actions.
• Switch between Zen Agents with the Zen Agent menu, including Agents from related records. For example, you can view an Account Agent on an Opportunity.
• Select Run Agent to generate a new Insight.
• Continue the conversation about an Insight in Claude or ChatGPT, or download the context data with Share context, from the Zen Agent menu.
• Give feedback on the quality of the Insight.

For details, see View Insights and take action.

Zen Feed

The Zen Feed tab lists the Insights and recommended actions from Zen Agents that you have access to, across all your records.

Email digests

Precursive AI can email Insights on a schedule. Your admin configures which records are included, who receives the emails, and how often Precursive AI sends them.

Slack digests

Your admin can set up a Flow that posts Insights to Slack. The admin decides the target channel, the frequency, and what to include.

Get started

The following articles are organized by what you are likely to do first.

For end users

Start with View Insights and take action. It explains how to read Insights, switch between Agents, run an Agent, share context, give feedback, and act on recommendations.

For Builders

Use these articles after your admin sets up Context Sources and Actions:

• Create Zen Agents: configure Agents, add Context Sources, set scoring and salience instructions, link Actions, connect an entitlement, and decide who can see the Agent.
• Feedback Management: review user feedback and use it to improve your Agents.

For admins

Use these articles for the foundational setup:

• Creating and Configuring Context Sources: connect Salesforce data to the AI with Flows.
• Creating and Configuring Actions: define reusable Actions for Builders to link to Agents.
• Precursive AI permission sets: choose the right permission set for each person.
• Precursive AI licensing and entitlements: understand entitlements, their limits, and usage.
• Insight sharing and access control: how Precursive AI decides who can see each Insight, and how to share Insights with teams and email recipients.
• Set up sharing after an upgrade: apply the sharing settings that an upgraded org needs.
• Control who can see and edit a Zen Agent: restrict an Agent to a pilot group or a team.
• Let anyone see an Insight with System Mode: share Insights with people whose own access would hide the data behind them.
• Troubleshoot Insight access: find out why someone cannot see an Insight.
• Precursive AI data privacy and security: how Precursive AI protects your data.
• Set up the Precursive AI MCP Server: connect AI assistants to Precursive AI.