Introducing Precursive 2.0
OBX
Precursive 2.0
Getting Started
What Precursive AI does, how insights reach you, and how to read and act on them.
Get started with Precursive AI
Precursive AI analyzes your Salesforce records and surfaces Insights and recommendations you can act on. This guide is for everyone who uses Precursive AI. It explains the key concepts, who does what, how Insights reach you, and which article to read first.
View Insights and take action
See the latest Insight for a record, check the data behind it, run the Agent again when you need fresh data, and act on its recommended actions. This guide is for end users with the Precursive AI Standard permission set. It explains how to read Insights in the Precursive AI component and the Zen Feed, switch between Zen Agents, give feedback, and find out why an Insight is missing.
Building Zen Agents
Build the context and actions an agent needs, configure the agent itself, then improve it from user feedback.
Create and configure Context Sources
This guide is for admins. It covers how to create Context Sources that connect Salesforce data to Precursive AI via Flows.
Creating and Configuring Actions
This guide is for admins. It covers how to create reusable Actions that Builders can attach to agents, enabling the AI to recommend or automatically take actions based on generated insights.
Create Zen Agents
Build a Zen Agent that analyzes the records you choose, scores them, and emails the right people when something needs attention. This guide is for Builders with the Precursive AI Insights Builder permission set. It covers how to create a Zen Agent, add Context Sources, configure scoring and salience, link Actions and an entitlement, decide who can see the Agent, and preview it.
Feedback Management
This guide is for the Precursive AI Insights Builder role. It covers how to review user feedback submitted against insights and how to use that feedback to improve agent quality over time.
Connecting Precursive AI to Slack as a Context Source
This guide is for admins. It covers how to give Zen Agents the recent conversation from each Project's Slack channel, by connecting Slack through a Named Credential and a Flow that calls the Slack API.
Precursive AI MCP
Connect an AI assistant to Precursive AI, so you can question insights and draft the work that follows from real Salesforce data.
Connecting Claude to Precursive AI
Connect Claude to Precursive AI and carry on the conversation that an insight starts. Once connected, you can ask follow-up questions about an insight, dig into the underlying project or deal data behind it, and draft the emails, updates and documents that come next - all from real Salesforce data, without copying anything across. Connecting takes a single sign-in.
Set up the Precursive AI MCP Server
Let your users ask an AI assistant such as Claude about Zen Agent Insights and the data behind them, with their own Salesforce access. This guide is for admins. It covers how to deploy the Precursive AI MCP Server in your org, create the OAuth app it needs, and add the connector in Claude.
Access and Sharing
Decide who can see and edit each Zen Agent and its Insights, and find out why someone cannot.
Insight sharing and access control
Make sure each Insight reaches only the people who can see the data behind it, with System Mode and External Email Recipients as the exceptions you choose. This guide is for admins. It explains how Precursive AI decides who can see each Insight, the ways people get access, how to share Insights with teams and email recipients, and what happens when access changes.
Control who can see and edit a Zen Agent
Roll out an Agent to a pilot group, or keep it to the people who build it, before you open it to everyone. This guide is for admins and Builders. It explains how to restrict a Zen Agent to named viewers and Builders, and what that means for its Insights.
Let anyone see an Insight with System Mode
Show Insights to the people who need them, even when their Salesforce license or permissions hide the data behind them, for example Opportunity Insights for users with a Salesforce Platform license. This guide is for admins. It covers the risks of System Mode, how to allow it, and how to apply it to a Context Source or a Zen Agent.
Set up sharing after an upgrade
Make sure restricted Agents and Insights stay restricted in an org that has used Precursive AI for some time. This guide is for admins. It covers how to check and fix the Precursive AI sharing settings, rebuild access, and turn on access history.
Troubleshoot Insight access
Find out why someone cannot see an Insight, and what to change so they can. This guide is for admins and Builders. It covers Check Access, the Access Denied list view, the Access Check Log, and the most common causes.
Administration and Security
Control what data reaches the AI, who holds which permissions, and how usage is licensed.
Configuring Compliance Category Filtering
This article is for admins. It covers how to configure which Salesforce compliance-categorised fields are permitted to flow through to the AI for use in Context Sources.
Precursive AI data privacy and security
Give your InfoSec, Legal, and Privacy reviewers what they need to approve Precursive AI: what leaves Salesforce, where it is processed, how long it is kept, and who can see it. This guide is for admins and security, legal, and privacy stakeholders. It covers the architecture and data flow, the Precursive AI MCP Server, access controls, personal data, data residency, retention and deletion, AI risk controls, sub-processors, and compliance commitments.
Precursive AI MCP Server security and data privacy
This article covers common questions about information security and data privacy for the Precursive AI MCP Server, including where it runs, who supplies the AI, what it costs, how users sign in, what they can reach, what data goes to the AI assistant, and how activity is recorded. For Precursive MCP, see Precursive MCP security and data privacy.
Precursive AI licensing and entitlements
Make sure each Zen Agent has an active entitlement with enough capacity, and track its usage each week. This guide is for admins and Builders. It explains how Precursive AI is licensed, what entitlements control, what each status means, and how to monitor usage. For pricing, contact your Precursive account representative.
Precursive AI permission sets
Give each person the right level of Precursive AI access, from reading Insights to deciding whether your org can use System Mode. This guide is for admins. It explains what each permission set allows, and which Salesforce permissions some admin tasks also need.