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

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.