Published at: 2026-09-17

Configure and use the AI insights component

Display business insights generated by a prompt template or AI Agent on an object details page. Save results, ask follow-up questions, or run Agent actions as needed.

Overview

The AI Insights component analyzes current object data. For example, salespeople can view BANT analysis, closing probability, risk alerts, or follow-up recommendations on an opportunity details page.

The component supports two insight methods:

Insight method	Use case	Main capabilities
Prompt template	Analysis with a fixed structure and clear rules	Supports text or JSON output. You can save results to fields on the current object or to a related object.
AI Agent	Tasks that require intent recognition, continuous conversations, or actions	Supports result storage and visible Agent buttons. Users can select Ask AI to continue the conversation.

Before you begin

Your enterprise has purchased and enabled an AI License.
You have permission to configure the object details page layout in Setup.
For the prompt template method, prepare a prompt template in Setup > AI Platform Management.
For the AI Agent method, configure an available Agent, scenario, and buttons.
To save insight results, create the target field or related object. Ensure its field type matches the output format.

Task 1: Add the AI Insights component to a details page layout

1. Open the object details page layout

Go to Setup > Object Management, select the target object, and open the details page layout that you want to configure.

2. Add the component

In the layout designer, find AI Insights and drag it to the target location on the details page.

3. Select an insight method

In the properties panel, select Prompt Template or AI Agent. Then complete the corresponding configuration.

[!IMPORTANT] The current user’s object, field, and data permissions still control which data the component can read and display.

Task 2: Generate insights with a prompt template

1. Select a prompt template

In the component properties, select a configured prompt template. If no suitable template exists, create and test one in Setup > AI Platform Management.

2. Configure output and storage

For Text output, you can save the result to a text field on the current object.
For JSON output, you can save structured results to a related object. BI components such as BANT charts and C139 radar charts can use this data.

3. Configure and verify the prompt template

In AI Platform Management, verify the template’s input variables, output format, and sample results. Test with sample data before you save the template.

4. Check the user-facing result

After you publish the layout, open a target object record. Verify that the component generates and displays insight results.

Task 3: Generate insights with an AI Agent

1. Select an AI Agent

Switch the insight method to AI Agent, select a configured Agent, and enter the default conversation content. This content helps the Agent recognize intent and return the target insight.

2. Configure Agent skills

Go to Setup > AI Platform Management. Verify that the Agent uses appropriate skills and that each skill supports the current details page’s object scope and capabilities.

3. Configure storage, buttons, and conversations

Configure these capabilities based on your business needs:

Result storage: Save insight results to a related object for later queries, statistics, or BI displays.
Show buttons: Display the action buttons configured for the Agent in the AI Insights component.
Enable AI conversation: Display Ask AI. Selecting it opens the global AI Chat and uses the current insight as context.

Task 4: Use AI Insights

1. View insight results

Open an object details page and view the analysis generated by the Agent in the AI Insights component.

2. Ask a follow-up question

Select Ask AI. The system opens the global AI Chat, switches to the bound Agent, and adds the current insight to the context.

3. Run an Agent action

If an administrator exposes Agent buttons, select the appropriate button in the component to run the configured action.

[!NOTE] Agent configuration, the current data state, and user permissions determine whether a button appears and whether its action can run.

Expected results and verification

After you complete the configuration and publish the layout, verify the following:

The component appears only on the intended details page layout and under the intended Visibility Conditions.
The prompt template or Agent reads the correct current object data and returns a result.
The system writes text or JSON results to the configured field or related object.
Ask AI opens the bound Agent and includes the current insight context.
Exposed buttons appear only for authorized users, and each result matches its Agent action definition.

FAQ

Issue	Recommended action
The AI Insights component is unavailable	Verify that your enterprise has purchased an AI License and that your account has configuration permission in Setup.
No prompt template or Agent is available	Configure and enable one in AI Platform Management.
Insight results cannot be saved	Verify that the output format matches the target field type. Also check the related object and field permissions.
Ask AI does not appear	Verify that AI conversations are enabled for the component and that an available Agent is bound.
An Agent button does not appear	Verify that the Agent button and Show Buttons are enabled, and check the current user’s permissions.