Knowledge Base
Precursive AI
Getting Started

Getting Started

What Precursive AI does, how insights reach you, and how to read and act on them.

2 articles

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.