Precursive AI shows Insights for your Salesforce records in the Precursive AI component on record pages and in the Zen Feed. This guide explains how to read an Insight, run an Agent, act on recommended actions, and give feedback.

The Precursive AI component

An admin adds the Precursive AI component to Salesforce record pages. Depending on how the admin placed it on a page, you see it in one of two layouts:

• Card: a standard component that sits inline with the other components on the page.
• Docked: a floating panel pinned to the bottom right of the screen. It opens collapsed as a small header strip. Select the header to expand the panel, and select it again to collapse it.

Both layouts show the same content. Only the position on the page differs. The admin chooses the layout for each page.

When you open a record, the component shows the most recent Insight that the active Zen Agent generated for that record.

Switch between Zen Agents

If more than one Zen Agent is configured for the same record type, or for related record types, you can switch between them. Open the Zen Agent menu at the top right of the component. The menu lists the Agents you can use on this record:

1. The Agents for this type of record. A check mark shows the Agent you are viewing.
2. Agents from related records, under a heading such as From Account. Select one to see its Insight for the related record without leaving this page.

The menu can also list Agents for child records, under the plural name of the child object, for example Phases on a Project. When you select one, the component shows an overview with a card for each related record, with its score and the rationale for the score. Select a card to open the Insight for that record. To return to the overview, select the object name above the Insight, for example Phases.

If you can edit the Agent, the menu also shows Open Agent and Open Insight. They open the Zen Agent record and the Insight record in a new tab.

The component remembers the Agent you last selected for each object type and selects it the next time you open a similar record during the same browser session.

Run an Agent for a record

Each Insight reflects the data at the time the Agent ran. The component shows the generation date. If an Insight is more than 24 hours old, a warning indicator shows that the data can be out of date. To generate a new Insight for the current record, select Run Agent.

While the Agent runs, the Run Agent button shows the progress of the run, and then the component shows the new Insight. After any run of the Agent for this record, including a scheduled run or a run by another user, Run Agent is unavailable for 60 seconds. Hover over the button to see how many seconds remain.

Cached responses

When you run an Agent, Precursive AI first checks whether the context data changed since the last Insight was generated for this record today. If the data has not changed in a meaningful way, Precursive AI reuses the previous Insight instead of generating a new one. The component shows a cached response indicator.

Caching protects the weekly entitlement of the Agent. Without it, every run would use an AI request even when nothing about the record changed. If the configuration of the Agent changed since the previous Insight, Precursive AI skips the cache and generates a new Insight.

A run for a single record uses one request from the entitlement of the linked Zen Agent, plus one request for each active Action linked to the Agent when Actions Enabled is selected. A cached response uses no request.

Read the Insight

Each Insight has three parts, numbered in the following image:

1. The Insight content.
2. Citations.
3. The score badge.

Each part is described in the following sections.

Insight content

The Insight appears as formatted text. It usually includes a summary of the current status of the record, risks or opportunities, and relevant context from related records.

ℹ️ Note: AI-generated Insights can contain inaccuracies. Check the citations to confirm each statement against your data.

To help you verify Insights, Precursive AI links statements to the underlying Salesforce data and collects your feedback to improve each Agent over time.

Citations

Citations back up the key statements in an Insight. A citation is a reference to the Salesforce records and fields that the AI used to reach a conclusion. Citations appear as dotted underlines. Hover over a citation, or move to it with the keyboard, to see the field and the value the AI used, for example Opportunity Stage and its value. To open the source record in a new tab, select the underlined text. A citation that is not tied to a record has no link.

Use citations to check the reasoning of the AI and to go to the underlying data. If a statement is not what you expect, the citation shows the data the AI used.

Score badge

Some Zen Agents include a custom score that the Builder configures, for example an Account Health score or a Project Risk score. The score appears as a colored badge next to the Insight. Hover over the badge to see the rationale of the AI for the score.

The badge color depends on the score:

• 70–100: green
• 40–69: amber
• Below 40: red

What the score measures depends on how your team set up the Agent.

Insight sources

Under the Insight, a link such as from 3 sources shows how many records and files the Insight was built from. Select it to open the Insight Sources window. The window lists the data that each Context Source gathered, grouped by object, with the value of each field and how the Insight cited it.

Continue in an AI assistant

The Zen Agent menu at the top right of the component also lets you take an Insight further in an AI assistant:

1. Continue in Claude or Continue in ChatGPT opens a conversation in that assistant about this Insight. If your admin has set up the Precursive AI MCP Server and you have connected the assistant, it loads the Insight and the data behind it with your own Salesforce access. If your org has not set up the MCP Server, the conversation opens without the data, and Precursive AI shows a message. If you have not connected the assistant, the assistant tells you that it cannot load the data. See Connecting Claude to Precursive AI.
2. Share context downloads a file with all the Salesforce data gathered for the record, so you can take it into any AI assistant for more open-ended questions than the Insight answers.

⚠️ Warning: The context file contains real Salesforce data. Treat it as a sensitive export and follow your company AI policies.

Delete the file from your device after use, and paste it only into services your company trusts.

Act on recommended actions

If the Zen Agent has Actions, the Insight can include recommended actions based on what the AI found. Each recommended action has a rationale with citations that show the data it is based on. Select an action to expand it and see what it changes. The following image shows the main parts:

1. AI Updated or AI Added: the AI already applied this action, because it is autonomous and its confidence was high enough.
2. The change: the current value is struck through, followed by the new value.
3. Add All or Update All: applies every record that the action recommends.
4. The confidence badge: how confident the AI is in this recommendation. Hover over it to see why.
5. Add or Update: applies this record only. The arrow next to it lets you Edit the values first or Dismiss the recommendation.

To see every value that a record sets, select Show details.

When an action recommends two or more records, each record has a checkbox. To act on several records at once, do the following:

1. Select the checkbox for each record, or select Select all to select every pending record in the list.
2. Select Add or Update to apply the selected records, or Dismiss to dismiss them. The buttons show how many records you selected, for example Add (3).

Actions run in one of two modes:

• Supervised actions appear as recommendations, and you decide whether to apply them.
• Autonomous actions run automatically when the AI generates the Insight, but only when its confidence in the recommendation is high enough.

Your admin or Builder can tell you which actions in your org are supervised and which are autonomous.

Give feedback

You can rate each Insight with the thumbs up or thumbs down buttons next to Was this helpful?. The buttons appear wherever you read an Insight.

On a record page, the buttons are at the bottom of the Precursive AI component, under the Insight and its recommended actions.

In the Zen Feed, the buttons are under each Insight.

When you select either button, a feedback window opens where you can do the following:

• Confirm or change your rating.
• Optionally, for Category, select Inaccurate, Not relevant, Incomplete, Formatting issue, Too verbose, Too brief, Citation, Action, or Other.
• Add a comment to explain your feedback.

Precursive AI saves your feedback against your user record. The Insight card shows whether you already rated it, and you can change your rating at any time. Precursive AI also records feedback that you give from links in Insight emails. Builders review feedback to improve their Agents.

Why you might not see an Insight

If the Precursive AI component or the Zen Feed does not show an Insight you expect, the cause is usually one of the following:

• No Insight yet: the Zen Agent has not run for this record, or the record does not match the filter criteria of the Agent.
• Insight in progress: if you just selected Run Agent, wait for the run to finish.
• Restricted Agent: an admin can limit an Agent to a group of people, for example during a pilot. If the Agent is not in your Zen Agent menu or your Zen Feed, ask your admin.
• No access to the data behind the Insight: you see an Insight only if you can open the records and fields it was built from. If you cannot, the component tells you that you do not have access. If you think you should have access, ask your admin, who can see what blocks you.
• Records no longer exist: if records that the Insight was built from were deleted, the component shows "This insight can't be shown" with the message "Some of the records no longer exist. Run the agent again." Select Run Agent to generate a new Insight.
• Zen Feed still checking: when you open the Zen Feed, it can take a few seconds to add new Insights you have access to. While it checks, the Zen Feed shows a message such as "Checking access to 3 more insights".
• Component not on the page: ask your admin to add the Precursive AI component to the record page.
• No Precursive AI permission set: without a Precursive AI permission set, the component does not appear on the page at all. You need the Precursive AI Standard permission set. Ask your admin.