Manage Customer Signals Intelligence

Configure Customer Signals Intelligence features and settings to customize how insights are generated and displayed.

Required Editions

Available in: Lightning Experience
  • Pause a Data Transform
    To stop generating insights temporarily and reduce flex credit consumption, pause the data transform. Data processing stops across the entire pipeline and any in-progress processing is terminated within 20 minutes. Interactions that were being processed when the transform was paused can't be processed again.
  • Use and Customize Insights Prompt Templates
    Set up and customize standard prompt templates to tailor AI-driven insights to your business needs, improve system control, and optimize resource use.
  • Enable Rich Text Format for Case Comments
    Use rich text in case comments to gain deeper, data-driven insights. While images and videos are not supported, elements such as bold and italic are incorporated into insights to enhance your understanding of customer feedback.