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            Add Widget to See Real-Time Insights

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            Add Widget to See Real-Time Insights

            Configure your org so the Service Assistant widget is available for Cases.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise Edition with Data 360 enabled, and the Customer Experience Intelligence and Einstein GPT Copilot, Service Planner add-ons
            User Permissions Needed
            To configure real-time insights:

            Agentforce Default Admin

            AND

            Data Cloud Admin

            AND

            Service Planner Builder

            AND

            Scoring Framework Admin
            1. From Setup, use Quick Find to go to Service Assistant.
            2. Turn on Service Assistant for Cases.
            3. To see the Service Assistant widget for Cases, from Setup, click Edit Page.
              Select Edit Page.
            4. Under Components, search for Service Assistant.
              Select the Service Assistant component.
            5. Drag the Service Assistant component to the page and save your changes.
              Drag the widget to your page.
            6. Click Activate.
            7. Click Assign as Org Default.
            8. Select form factors and click Next.
            9. Save your work.
             
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