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Manage Insights
Set up your dashboard insights.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Data 360 enabled and the Customer Signals Intelligence add-on |
| User Permissions Needed | |
|---|---|
| To set up insights: | Data Cloud Admin permission set |
To turn on clustering, you must generate insights for Contact Reasons.
- From Setup, use Quick Find to go to Customer Signals Intelligence.
- From Manage Insights, click Set Up.
- Agree to the terms of use.
- Select the AI provider that you want to use.
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For actionable insights from granular contact reason data, turn on Clustering
Analysis. The Clustering Transform groups contact reasons into clusters that are
visually represented on the CSI dashboard in a widget. Every time it runs, the
transform generates a new set of clusters. Configuring clustering consumes Data Cloud and Flex
credits.
If you choose not to turn on Clustering Analysis, go to step 9.
- To configure clustering, enter a minimum cluster size. For more focused insights, enter a smaller number to create more clusters by grouping fewer contact reasons. For broader insights, enter a larger number to create fewer clusters by grouping more contact reasons.
- Select a time period for which you want to process data into clusters. Interactions from the data set within this time period are used to create clusters.
- You can run the Clustering Transform manually or schedule it. Running the clustering transform consumes Data Cloud and Flex credits.
- Save your changes.
- Schedule Clustering
To ensure that the most up-to-date data is available by a particular time or to run a job during non-business hours, schedule the clustering transform.
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