Service Insights

With just one Tableau Next Creator license, analysts can now customize out-of-the-box data models and dashboards to fit unique business needs, delivering tailored insights to the entire team without requiring additional user licenses.

  • View Service Insights on Connected Companion Orgs
    Service Insights is now compatible with Data Cloud One. Streamline multi-org architecture by letting users of connected companion orgs access Service Insights features.
  • Customize Service Insights Tableau Next Analytics Apps for Your Business
    Take control of your analytics experience by customizing the pre-built apps directly in Tableau Next—no need to start from scratch. With at least one Tableau Next Creator license, analysts can now edit the out-of-the-box semantic data model to add calculated fields and metrics tailored to their business. Customized content remains accessible to all Limited Consumer users in the embedded experience, so your entire team benefits from the changes.
  • Access Unified Analytics in the Service Insights App
    Reach all Agentforce Service analytics from a single hub in the Service Insights App. Distinct setup nodes for Customer Signals Intelligence and Service AI Adoption, and dashboard labels help you find operational, sentiment, or AI adoption insights without hunting across separate tools and setup areas.
  • Ground Tableau Agent Answers in Your Organization's Language and Context
    Service Insights delivers pre-packaged business preferences curated for supervisors, service leaders, and knowledge managers, so Tableau Agent understands your organization's terminology, KPI definitions, and business context out of the box. Preferences load automatically into your semantic model and inherit from the base model, and you can override them to reflect your organization's context. As a result, Tableau Agent's answers read like they come from an internal subject matter expert instead of a generic bot.
  • Validate and Calibrate Tableau Agent Answers with Verified Questions
    Service Insights is AI-ready with over 75 calibrated questions, so Tableau Agent gives accurate, relevant answers. The questions are pre-checked against the Service Insights semantic model and aligned to supervisor, service leader, and knowledge manager personas. Override any verified question or create your own to reflect your organization's needs. Answers stay optimized and hallucinations drop, so you can roll out AI at scale with more confidence.