Knowledge Base
Precursive AI
Building Zen Agents

Building Zen Agents

Build the context and actions an agent needs, configure the agent itself, then improve it from user feedback.

4 articles

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.