Published at: 2026-09-17

Configure and use the AI chat component

Embed AI Chat on an object details page so users can receive real-time assistance from a specified AI Agent while they work with data.

Overview

The AI Chat component embeds AI Agent conversations on an object details page. Users can query history, get suggested scripts, and request product recommendations without leaving the current business page.

Before you begin

Your enterprise has purchased and enabled an AI License.
You have permission to configure the object details page layout.
You created and enabled the target AI Agent in Setup > AI Platform Management.
You verified that the Agent’s Data Range, knowledge sources, and action permissions suit the target users.

Task 1: Add AI Chat to a details page layout

1. Open the 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 Chat and drag the component to the target location.

3. Bind an AI Agent

In the properties panel, select the AI Agent for this component. User conversations follow the selected Agent’s scenario, knowledge, and action configuration.

4. Set Visibility Conditions

Configure Visibility Conditions based on your business needs. AI Chat can appear only for applicable data states, Record Types, or user scopes.

[!IMPORTANT] Visibility Conditions only control whether the component appears. They do not expand the user’s existing Data Permission, field permission, or Agent permission.

5. Save and publish the layout

Save and publish the details page layout to apply the configuration to target users.

Task 2: Use AI Chat

1. Open an object details page

Open a target object record and locate the AI Chat component.

2. Enter a question

Describe the task in the input box. For example, ask for account history, follow-up recommendations, or suggested communication scripts.

3. Review the answer and continue the conversation

After the AI Agent responds, add details or ask follow-up questions. The business page remains visible while you review data and use AI.

[!NOTE] Treat AI responses as business assistance. Verify original business data for pricing, contracts, commitments, or other critical decisions.

Expected results and verification

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

The AI Chat component appears in the correct location on the details page.
The component appears when Visibility Conditions are met and remains hidden otherwise.
Conversations use the AI Agent bound in the configuration.
The Agent reads only data and knowledge that the current user can access.
Users can hold a multi-turn conversation without leaving the business details page.

FAQ

Issue	Recommended action
The AI Chat component is unavailable	Verify that your enterprise has purchased an AI License and that you have layout configuration permission.
No Agent is available to bind	Create, configure, and enable an Agent in AI Platform Management.
The component does not appear	Verify that the layout is published, Visibility Conditions are met, and the user is assigned to the layout.
The Agent cannot query required information	Check the Agent’s knowledge sources, scenario, object data scope, and user permissions.
The answer does not match the current business context	Verify the bound Agent and refine its scenario, prompt, or knowledge content.