---
schema_version: "1"
id: 3cfd401ff11a0d9a8e061158b81e13f2293fa1b8abc5a2ffef8f154d4b851bae
title: Sales | Find Similar Interactions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_find_similar_interactions.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_find_similar_interactions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 457215b96c8b02c358b6991bd8fe019a332d476e0df136e732d034123217a437
description: Searches interaction records by channel or related terms and generates an engagement summary for specified or all channels, including case, chat, email, surveys, and voice.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Sales | Find Similar Interactions

Searches interaction records by channel or related terms and generates an engagement summary for specified or all channels, including case, chat, email, surveys, and voice.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, and&nbsp;<strong>Unlimited</strong>&nbsp;Editions with Data 360 and the Customer Signals Intelligence add-on</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d28789e67">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d28789e70">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d28789e67 d28789e70 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
              Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">FindSimilarInteractions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Standard Action</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.task_cxi_set_up_agent_actions.htm&amp;language=en_US" target="_blank">Set Up Draft Case Response, Find Similar Cases, and Find Similar Interactions Agent Actions</a></td></tr></tbody></table>

## Find Similar Interactions and Prompt Templates

This agent action creates a summarized list of similar or related interactions across the requested channels.

## Guidelines and Considerations

The Find Similar Interactions action requires the activation of Customer Experience Intelligence.