---
schema_version: "1"
id: b5728e39e81fc04b74bb6630fbc58574b9eb96083dca1a8ebaf0acffbb492445
title: Customer Signals Intelligence Setup
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/concept_cxi_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.concept_cxi_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 409c9d712545dc5056700c9827bbd717df5619aabd456035f51c824d4a9c68fa
description: Unify and analyze customer data from different sources to improve the customer experience. Select a data space to segregate data within your Salesforce org and enable channels to gather customer data. Choose from various AI services to analyze data, identify patterns, and generate insights. Optionally, use agent actions for real-time and contextual recommendations to handle cases efficiently and resolve issues faster.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# Customer Signals Intelligence Setup

Unify and analyze customer data from different sources to improve the customer experience. Select a data space to segregate data within your Salesforce org and enable channels to gather customer data. Choose from various AI services to analyze data, identify patterns, and generate insights. Optionally, use agent actions for real-time and contextual recommendations to handle cases efficiently and resolve issues faster.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr></tbody></table>

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-customer_experience_intelligence-264-0-0-production-enus/c8361df6-3338-41b6-9b03-2373fb35efd7/images/icon_tip.png)

Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See [Discover and Set Up Features With Salesforce Go](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US).

- **[Update the Data Cloud Connector Permissions in Customer Signals Intelligence](https://help.salesforce.com/s/articleView?id=service.csi_update_vad_perms.htm&release=264.0.0&type=5)**  
    To ingest objects and fields into Data 360, update the Data Cloud Connector permission set in your org .
- **[Enable Customer Signals Intelligence](https://help.salesforce.com/s/articleView?id=service.task_cxi_enable.htm&release=264.0.0&type=5)**  
    Enable Customer Signals Intelligence in Setup for insights into customer behaviors and preferences.
- **[Select a Data Space](https://help.salesforce.com/s/articleView?id=service.task_cxi_data_space.htm&release=264.0.0&type=5)**  
    Categorize and organize customer data by attributes such as brand, department, or insights.
- **[Install the Base Data Kit](https://help.salesforce.com/s/articleView?id=service.csi_base_data_kit.htm&release=264.0.0&type=5)**  
    Set up your data kit components to access Customer Signals Intelligence features. The base data kit automatically installs the essential data mappings and object relationships.
- **[Set Up Standard Channels in Customer Signals Intelligence](https://help.salesforce.com/s/articleView?id=service.task_cxi_channels.htm&release=264.0.0&type=5)**  
    Select standard channels to collect data from customer interactions, such as chat, survey, voice, case, or email.
- **[Set Up Custom Channels in Customer Signals Intelligence](https://help.salesforce.com/s/articleView?id=service.csi_custom_channels.htm&release=264.0.0&type=5)**  
    Analyze data from custom objects through custom channels to reveal customer insights. For every channel you enable, all the historic data is ingested into Data 360 and uses Data 360 credits.
- **[Set Up Insights](https://help.salesforce.com/s/articleView?id=service.csi_manage_insights.htm&release=264.0.0&type=5)**  
    Set up your dashboard insights.
- **[Configure Agent Actions for Customer Signals Intelligence](https://help.salesforce.com/s/articleView?id=service.concept_cxi_agent_actions.htm&release=264.0.0&type=5)**  
    Gain insights into customer interactions to resolve cases more efficiently. Use agent actions to identify similar interactions across channels, summarize service engagement and product reviews, draft case responses, and generate emails. Additionally, these actions help identify trends in customer experiences and revise product descriptions to better meet customer expectations.
- **[Access Customer Signals Intelligence on Companion Orgs](https://help.salesforce.com/s/articleView?id=service.csi_companion_org_setup.htm&release=264.0.0&type=5)**  
    Break down the silos across multiple Salesforce organizations to get a unified view of information that is not natively available. Share data across home and companion orgs and get access to comprehensive dashboards and take action on insights drawn from across the business, yet conveniently viewed and filtered for the specific context of their own org.