Knowledge Base
Precursive AI

Precursive AI

Precursive AI Insights uses artificial intelligence to automatically analyze your Salesforce records and provide actionable recommendations. This guide explains the key concepts and how to get started.

12 articlesAvailable forOBXPSXP2

Getting Started

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

Getting Started with Precursive AI

Precursive AI uses artificial intelligence to automatically analyse your Salesforce records and surface actionable insights and recommendations. This guide explains the key concepts and how to get started.

Viewing Insights and Taking Action

This guide is for end users of Precursive AI. It covers how to view AI-generated insights on record pages, understand what you are seeing, provide feedback, and act on recommended actions. To access insights, you need the Precursive AI Standard permission set assigned by your Salesforce administrator. If you cannot see the Precursive AI component on a record page, contact your administrator.

Building Zen Agents

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

Creating and Configuring 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.

Creating Zen Agents

This guide is for the Precursive AI Insights Builder role. It covers how to create and configure Zen Agents, add Rules, configure custom scoring and salience, link Actions, and connect an entitlement.

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.

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.

Setting Up the Precursive AI MCP Server

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 so your users can simply sign in and start using it - asking follow-up questions about insights and working with the underlying data in an AI assistant.

Administration and Security

Control who sees insights, what data reaches the AI, and how usage is licensed.

Insight Sharing and Access Control

This guide is for admins. It explains how access to AI-generated insights is controlled, how to enable role-based access control (RBAC) for insights in your org, the two ways access is granted to users, and how to troubleshoot when someone cannot see an insight they expect to.

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

Precursive AI sends data to external sub-processors for AI processing. This article covers how your Salesforce data is handled when it is shared with those sub-processors, what controls are in place to protect sensitive information, and how insight access is governed within your org.

Precursive AI Licensing and Entitlements

This article explains how Precursive AI is licensed, how entitlements work, and how usage is tracked. For pricing information, contact your Precursive account representative.