---
schema_version: "1"
id: 69254091d5a4737e7e80f038c775a22947871f73e039d1ddf8afb7d9609dea8a
title: Configure AI Relationship Research
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/airr_configure.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.airr_configure.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 52aa23d41b32e4410b925eced611f069da9cd50a3c1b9087d6085234d3b5e223
description: Configure AI Relationship Research by selecting the Salesforce objects to research, the data sources to use, and the relationship types to prioritize.
products:
  - Cross Cloud
release: "264"
---
# Configure AI Relationship Research

Configure AI Relationship Research by selecting the Salesforce objects to research, the data sources to use, and the relationship types to prioritize.

 
| Permission | Required for |
| --- | --- |
| AI Relationship Research Admin | Access and complete setup flows |

1. Open AI Relationship Research setup:
    1. From Setup, in the Quick Find box, enter AI Relationship Research, then select **AI Relationship Research Setup**.
    2. On the setup landing page, click **New AI Relationship Research Configuration** or select an existing configuration to edit.
2. Configure AI Relationship Research. Select the configuration type, enter a configuration label, enter a configuration description, and then click **Save and Continue**.
3. Configure research anchor objects. Select which anchor objects AI Relationship Research searches when generating insights.
    1. Click **Set Up**.
    2. Select an object to research: Account, Contact, Lead, or Opportunity.
    3. Click **Save and Continue**.
4. Configure data sources. Select which data sources AI Relationship Research searches when generating insights.
    
    1. Click **Set Up**.
    2. From the data sources dropdown, select the data sources for relationship insights: Web, CRM, or Data 360.
    
    - Web: Searches public web content. When Data Cloud is enabled, the web search retriever is available by default, so no extra setup is needed.
    - CRM: Searches your Account and Contact records. CRM is included by default and needs no extra setup.
    - Data 360: Searches your Data 360 objects and documents.
5. If you selected Web, review and accept the web search authorization statement.
6. If you selected Data 360, then set the access context and configure retrievers:
    
    1. Under **Set the Access Context**, select the user who runs data retrieval.
    2. Make sure that the selected user is assigned the **AIRR Prompt Execution**, **AIRR CRM Access**, and **AIRR DataCloud Access** permission sets. To assign these permission sets, click **Configure Users** to open the user's detail page, then use the **Permission Set Assignments** related list. For more information, see [Manage Permission Set Assignments](https://help.salesforce.com/s/articleView?id=platform.perm_sets_manage_assignments.htm&type=5\)&language=en_US).
    3. After you assign the permission sets, click **Refresh** to update the user list.
    4. In the Data 360 Retrievers section, select one or more retrievers from the list, or click **Configure Retrievers** to add new ones.
    5. To update the retriever list, click **Refresh**.
    6. To validate a retriever, expand **Advanced Settings**, enter a custom validation term, and then click **Verify Retriever**.
    
    For more information about data retrievers, see [Retrieve Data](https://help.salesforce.com/s/articleView?id=data.c360_a_ai_retriever.htm&type=5&language=en_US) and [Manage Retrievers](https://help.salesforce.com/s/articleView?id=data.c360_a_ai_retriever_version.htm&type=5&language=en_US).
7. Prioritise the relationship types:
    
    1. Click **Set Up**.
    2. Click the down arrow that appears against each of the relationship categories, and reorder them based on the priority.
    3. Click **Save and Continue**.
    
    Your AI Relationship Research configuration summary is displayed.
8. Click **Activate**.
    
    You can now start using this AI Relationship Research setup to extract relationships for your research object page. For example, Account.