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Set up and Configure Insights and Actions

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Set up and Configure Insights and Actions

Configure Insights and Actions to surface timely, prioritized recommendations from Run My Day on account record pages, so advisors can act on critical next steps without switching to a separate system.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition
User Permissions Needed
To edit Lightning components in the Lightning App Builder: Customize Application

Insights and Actions shows top-priority insights and recommended actions from Run My Day on person account and household account record pages. Examples of insights include portfolio drops and upcoming life events.

Before you begin, set up Run My Day in your org. Run My Day setup includes cloning and activating the required flows, creating a Run My Day definition, and activating insight definitions. See Set Up Run My Day.

  1. From Setup, in the Quick Find box, enter Agentic Advisor, and then select Agentic Advisor.
  2. Go to the Client Detail section.
  3. Next to the record page you want to configure, click Go to Lightning App Builder.
  4. Click the Insights and Actions component on the record page to open its properties.
  5. In the properties panel, set these attributes.
    1. In the Select Run My Day definition field, select the Run My Day definition to use for this record page. Use the prebuilt Wealth Manager definition or create a definition that suits your business needs. See Set Up Run My Day.
    2. In the Maximum Insights field, set the maximum number of insights to show on this record page. The default is 10 and the maximum number of insights that you can show is 50.

      For household accounts, the component retrieves insights for all household members and uses a member field to identify which individual each insight belongs to.

  6. Save and activate the page.
 
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