Configure the Insights and Actions component to show your advisors portfolio changes, life events, and engagement signals directly on the client record page. Your advisors act on client needs without leaving the record, so they respond before opportunities pass. Customize which insights and actions appear for each advisor and keep your advisors focused on their most important client relationships.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition.
How: From Setup, in the Quick Find box, find and select Agentic Advisor. Go to the Client Detail section. Next to the relevant record page for your data model, click Go to Lightning App Builder. In the Lightning App Builder, click the Insights and Actions component. In the Select Run My Day Configuration field, select a configuration, then set the maximum number of insights to show, and then activate the page.