Turn On Service AI Grounding

Turn On Service AI Grounding

To get started, turn on grounding. After you enable Service AI Grounding, you can define the knowledge and case fields you want Einstein to ground on.

Required Editions

  1. From Setup, in the Quick Find box, enter Service AI Grounding, and then select Service AI Grounding.
  2. Turn on Service AI Grounding.
    Einstein grounding setup page with the toggle on

Next, select the Knowledge or Case fields you want to use for grounding. When you ground with Knowledge, Einstein uses information from your knowledge articles to draft responses customized to your unique knowledge base. When you ground with Cases, Einstein uses the unique case details to draft personalized responses. To draft case summaries, you can also use case feed as a grounding source in addition to the case fields.