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Automate Your Business Processes with Salesforce Flow
Get Conversation Intelligence Action

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Get Conversation Intelligence Action

Get intelligence information about a voice or video call, including any insights and a conversation summary.

Required Editions

Available in: Lightning Experience
View supported editions.

In Flow Builder, add an Action element to your flow. In the Action panel, search for Get Conversation Intelligence, and then select Get Conversation Intelligence.

Set Input Values

Use values from earlier in the flow to set the inputs for the action. 

Field description
Record ID Required. The ID of related voice or video call record to get a intelligence information for. 

Store Output Values

Field description
Conversation Insights The list of insights related to the content of the call as a whole, such as generative conversation insights.
Conversation Intelligence Other intelligence information related to the call, including a summary of the call if one was generated.
Moment Insights The list of insights related to conversation moments, such as pricing insights or mentions of relevant keywords about products or competitors. The list is empty if no insights are found.

Usage

All flows are supported, including screen flows, schedule-triggered flows, and record-triggered flows.

 
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