Configure AI Search to use with the Troubleshooting steps identification AI agent

task brazil Updated Sep 10, 2026 1 min read configure-ai-search-troubleshooting-ai-agent.md
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Configure AI Search with the Troubleshooting steps identification AI agent to fetch the relevant cases and knowledge articles that could help solve your issue.

Before you begin

Role required: admin

About this task

This AI agent relies on AI Search for fetching the relevant cases and knowledge articles that could help solve your issue. For more information on configuring AI Search, see Using AI Search with CRM Workspace and Semantic index configuration for indexed sources.

Procedure

  1. Navigate to All > AI Search > Indexed Sources > [CSM AIS] Case.

  2. In the Semantic Index Configuration related list, select Body.

  3. Select Active.

  4. Select Save.

Keywords AI AgentsAgentic AI
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