Add AI Relationship Research to Lightning Record Pages

After you configure AI Relationship Research, add the relationship graph component to the Lightning Record Pages where your users work.

1. From Setup, in the Quick Find box, enter Lightning App Builder, then select Lightning App Builder.
2. Select the Lightning Record Page you want to edit, then select Edit Page.
3. In the component panel on the left, search for and select AI Relationship Research.
4. Drag the AI Relationship Research component to the position on the page where you want it to appear.
5. In the component properties panel on the right, from the Configuration Name list, select the AI Relationship Research configuration you activated.
6. Click Save, then click Activate if the page is not already active.

After adding the component, open a record of the type you selected as an anchor object. The AI Relationship Research component appears on the page. Click Start Research to run your first insight generation and confirm the component is configured correctly.

Tip Add the AI Relationship Research component to the pages your users visit most frequently during deal management, typically the Opportunity, Contact, and Account record pages. You can add the component to multiple pages using different configurations.