---
schema_version: "1"
id: e3b894213e490428100941fbc85757bccc076cbb991b2e00dd3a3d55efcdf73e
title: Add Widget to See Real-Time Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/csi_rti_widget.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.csi_rti_widget.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 959ea731750b3ba2fb02a7fee8d85b1de7f4a62539448213ed9bd9997d14d64d
description: Configure your org so the Service Assistant widget is available for Cases, Messaging, and Voice.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# Add Widget to See Real-Time Insights

Configure your org so the Service Assistant widget is available for Cases, Messaging, and Voice.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> Edition with Data 360 enabled, and the Customer Experience Intelligence and Einstein GPT Copilot, Service Planner and Adaptive Experience add-ons</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d5004e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5004e68 ">To configure real-time insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5004e68 ">
              <p>Agentforce Default Admin</p>
              <p>AND</p>
              <p>Data Cloud
                Admin</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Service Planner Builder</p>
            </td>

          </tr>
        </tbody>
      </table>

1. From Setup, use Quick Find to go to **Service Assistant**.
2. From the Case tab, turn on Turn On Service Assistant for Cases.
3. For chat, in the Messaging tab, turn on **Service Assistant for Messaging**. For Voice, go to the **Turn on Service Assistant for Voice** section, and then turn on the toggle.
4. To see the Service Assistant widget for Cases, Chat and Voice, from Setup, click **Edit Page**.
    
    ![Select Edit Page.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-customer_experience_intelligence-264-0-0-production-enus/c8361df6-3338-41b6-9b03-2373fb35efd7/customer_experience_intelligence/images/csi_edit_page.png)
5. Under Components, search for Service Assistant.
    
    ![Select the Service Assistant component.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-customer_experience_intelligence-264-0-0-production-enus/c8361df6-3338-41b6-9b03-2373fb35efd7/customer_experience_intelligence/images/csi_sa_component.png)
6. Drag the Service Assistant component to the page and save your changes.
    
    ![Drag the widget to your page.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-customer_experience_intelligence-264-0-0-production-enus/c8361df6-3338-41b6-9b03-2373fb35efd7/customer_experience_intelligence/images/csi_sa_widget.png)
7. Click **Activate**.
8. Click **Assign as Org Default**.
9. Select form factors and click **Next**.
10. Save your work.

#### See Also

- [Set Up Service Assistant for Case](https://help.salesforce.com/s/articleView?id=service.sp_setup_case.htm&type=5&language=en_US)
- [Set Up Service Assistant for Messaging](https://help.salesforce.com/s/articleView?id=service.sp_setup_msg.htm&type=5&language=en_US)