--- schema_version: "1" id: d25ebc62e5fb267fb29cc0fe9bbc3ffcc01a5dda33928ad8e25111b48296b8c4 title: Explore and Research Content with Notebook AI collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/data/264-0-0/c360_a_notebook_ai_research_analyze.md canonical_url: https://help.salesforce.com/s/articleView?id=data.c360_a_notebook_ai_research_analyze.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: dd7e3f87b074b31fb9f2e0b790843e2ac26e0b661cde2e6554f895f252665f2a description: Data 360 Notebook AI is a generative AI notebook for uploading personal, enterprise, and public content, conducting research, and generating insights. products: - Data 360 release: "264" --- # Explore and Research Content with Notebook AI Data 360 Notebook AI is a generative AI notebook for uploading personal, enterprise, and public content, conducting research, and generating insights. Notebook AI is for individual business users and teams such as sales, support, and marketing. Use it to create a personal purpose-built workspaces for exploring content by asking questions or select source content to generate summaries. Users create private resource libraries in the notebook, combine them with enterprise-wide content, and produce authoritative content all in one space. Notebook AI is for short-term, time-bound projects or long-term research and content creation, bringing ‌flexibility, control, and collaboration to AI-powered research. You can use Notebook AI in Data 360 or as a web application. ## Use Case: Notebook AI for Researching Repetitive Customer Support Issues Customer support representatives often deal with repetitive customer issues that stem from underlying product issues or configuration gaps. Multiple systems and sources record customer issues, such as support cases, JIRA tickets, Slack threads, and error logs related to the product. There are multiple ways to find and document solutions to the issues, such as personal notes, product manuals, or community articles. If there's no clear knowledge in one place that support representatives can use, reuse, or share, it can lead to different responses and escalations. As a support engineer, use this general flow to work with Notebook AI: - Create a research notebook - Upload all the sources into a resource library - Explore your sources by asking questions, reviewing responses, and validating source citations Validate the resolution and create an authoritative article by copying or downloading your analysis. Share and add the new content to your enterprise resource as a knowledge base article for others to benefit from your research. ## Use Case: Notebook AI for Researching a Request for Proposal (RFP) Business Opportunity Sales representatives can use Notebook AI to research a sales proposal for a new business opportunity. Sales representatives can utilize an AI-Generated notebook to upload various documents into resource libraries. These documents can include meeting notes with the customer, web pages detailing market trends, competitor analysis reports, and the RFP. Explore your sources by asking questions, reviewing responses, and validating source citations. Use your research to generate a report and share it with your team for review. - **[Enable Notebook AI For Data Spaces and Users](https://help.salesforce.com/s/articleView?id=data.c360_a_notebook_ai_custom_user_perm.htm&release=264.0.0&type=5)** Grant Data 360 Notebook AI access to data in data spaces and give enterprise users access to Notebook AI with custom permission sets. In a multi-org architecture, enable Notebook AI in both the home org and companion org. - **[Enable Notebook AI Web Access](https://help.salesforce.com/s/articleView?id=data.c360_a_notebook_ai_web_access.htm&release=264.0.0&type=5)** Give enterprise users access to Data 360 Notebook AI web application. Authorize the Notebook AI web application to connect to your Salesforce org and allow users to log in to the application from the web. - **[Generate Research Reports with Deep Research](https://help.salesforce.com/s/articleView?id=data.c360_a_notebook_ai_deep_research.htm&release=264.0.0&type=5)** Use Deep Research to generate comprehensive research reports directly in your Notebook AI workspace. Instead of querying multiple sources separately, submit a single research query. Notebook AI analyzes CRM records, uploaded documents, enterprise search results, and web sources, then delivers a report complete with findings, recommendations, and inline citations. - **[Manage AI Notebooks](https://help.salesforce.com/s/articleView?id=data.c360_a_notebook_ai_manage_notebooks.htm&release=264.0.0&type=5)** Manage your generative AI notebooks in Data 360 Notebook AI. By default, a notebook is private to the user who creates it. - **[Billing Considerations for Notebook AI](https://help.salesforce.com/s/articleView?id=data.c360_a_notebookai_billing_considerations.htm&release=264.0.0&type=5)** Notebook AI uses Data 360 to upload content, ask questions, and save insights. Your data is processed through Data 360 and Agentforce. Use of Notebook AI impacts the consumption of credits in these usage types. - **[Troubleshoot Notebook AI Errors](https://help.salesforce.com/s/articleView?id=data.c360_a_notebook_ai_troubleshooting.htm&release=264.0.0&type=5)** Diagnose and fix the most common issues when setting up Notebook AI. #### See Also - [_Salesforce Help_: Billing Considerations for Unstructured Data](https://help.salesforce.com/s/articleView?id=data.c360_a_unstructured_data_billing_considerations.htm&release=264.0.0&type=5 "When you use unstructured data and search index configurations, your data is stored and processed in Data 360. Use of unstructured data and search index in Data 360 impacts the consumption of credits in the following usage types.") - [_Salesforce Help_: Data 360 Billable Usage Types](https://help.salesforce.com/s/articleView?id=data.c360_a_data_usage_types.htm&release=264.0.0&type=5 "Usage of certain Data 360 features impacts credit consumption. If you purchased credits before February 24, 2026, your org consumes Data Services credits for Data 360 services. Orgs purchasing or renewing after February 24, 2026 can have either Data Services or Flex Credits. To monitor your usage in these Data Services usage categories, access your org’s Digital Wallet. If your org has a Data 360 Profiles-type license, some usage types aren't consumed. For more information on how usage is billed, refer to your contract or contact your account executive.") - [Troubleshoot Notebook AI Errors](https://help.salesforce.com/s/articleView?id=data.c360_a_notebook_ai_troubleshooting.htm&release=264.0.0&type=5 "Diagnose and fix the most common issues when setting up Notebook AI.")