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Use AI Relationship Research
After AI Relationship Research is set up and added to your record pages, you can generate relationship insights directly from an Account, Contact, Lead, or Opportunity record.
For information about setting up AI Relationship Research, see Set Up AI Relationship Research.
- Generate AI Relationship Research Insights
Generate relationship insights for an Account, Contact, Lead, or Opportunity record to surface the top-ranked people and organizations connected to your record. - Explore the AI Relationship Research Graph
Navigate the relationship graph to review connections, read relationship details, and take action on discovered entities. - Continue in Agentforce to Ask About the AI Relationship Research Graph
Pass the relationship graph context to Agentforce to ask follow-up questions and take action on the connections surfaced by AI Relationship Research.
