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Explore and Research Content with Notebook AI
Data 360 Notebook AI is a generative AI notebook for uploading personal, enterprise, and public content, conducting research, and generating insights.
Notebook AI is for individual business users and teams such as sales, support, and marketing. Use it to create a personal purpose-built workspaces for exploring content by asking questions or select source content to generate summaries.
Users create private resource libraries in the notebook, combine them with enterprise-wide content, and produce authoritative content all in one space.
Notebook AI is for short-term, time-bound projects or long-term research and content creation, bringing flexibility, control, and collaboration to AI-powered research.
You can use Notebook AI in Data 360 or as a web application.
Use Case: Notebook AI for Researching Repetitive Customer Support Issues
Customer support representatives often deal with repetitive customer issues that stem from underlying product issues or configuration gaps.
Multiple systems and sources record customer issues, such as support cases, JIRA tickets, Slack threads, and error logs related to the product. There are multiple ways to find and document solutions to the issues, such as personal notes, product manuals, or community articles.
If there's no clear knowledge in one place that support representatives can use, reuse, or share, it can lead to different responses and escalations. As a support engineer, use this general flow to work with Notebook AI:
- Create a research notebook
- Upload all the sources into a resource library
- Explore your sources by asking questions, reviewing responses, and validating source citations
Validate the resolution and create an authoritative article by copying or downloading your analysis. Share and add the new content to your enterprise resource as a knowledge base article for others to benefit from your research.
Use Case: Notebook AI for Researching a Request for Proposal (RFP) Business Opportunity
Sales representatives can use Notebook AI to research a sales proposal for a new business opportunity.
Sales representatives can utilize an AI-Generated notebook to upload various documents into resource libraries. These documents can include meeting notes with the customer, web pages detailing market trends, competitor analysis reports, and the RFP.
Explore your sources by asking questions, reviewing responses, and validating source citations. Use your research to generate a report and share it with your team for review.
- Enable Notebook AI For Data Spaces and Users
Grant Data 360 Notebook AI access to data in data spaces and give enterprise users access to Notebook AI with custom permission sets. In a multi-org architecture, enable Notebook AI in both the home org and companion org. - Enable Notebook AI Web Access
Give enterprise users access to Data 360 Notebook AI web application. Authorize the Notebook AI web application to connect to your Salesforce org and allow users to log in to the application from the web. - Manage AI Notebooks
Manage your generative AI notebooks in Data 360 Notebook AI. By default, a notebook is private to the user who creates it. - Billing Considerations for Notebook AI
When you use Notebook AI to upload content, ask questions, and save insights, your data is processed through Data 360 and Agentforce. Using Data 360 to process data, index content sources, and query data has billing implications. - Troubleshoot Notebook AI Errors
Diagnose and fix the most common issues when setting up Notebook AI.
