You are here:
Assign Conversation Insights Permission Sets
Assign the permission sets for Einstein Conversation Insights from Setup.
Required Editions
| Available in: Lightning Experience |
| Available in Einstein Conversation Insights, which is available in Starter, Pro, Enterprise, Performance, Unlimited, and Agentforce 1 Sales Editions |
| User Permissions Needed | |
|---|---|
| To enable Einstein Conversation Insights: | Customize Application |
Calls placed before users are assigned ECI permission sets are not processed, and the recordings are not available on voice and video call records.
- From Setup, enter Permission Sets in the Quick Find box, and then select Permission Sets.
- Verify that the permission sets for Conversation Insights are available.
-
Click each permission set that you want to assign, and then click Manage
Assignments to assign the permission set to users.
Note You can also assign permission sets per user. From Setup, enter Users in the Quick Find box, and then select Users. Click the name of individual users. In the Permission Set Assignments related list, click Edit Assignments.We recommend that you make these assignments.- If you’re using Sales Enterprise Edition, you can access 10 Einstein Conversation Insights Standard permission sets.
- If you have a Sales Engagement license, assign the Sales Engagement Conversation Insights permission set to Sales Engagement users who need access to sales insights.
- If you have an Enablement license, assign the Conversation Insights for Sales or
Conversation Insights for Service permission set to these users:
- Enablement admins who want to incorporate ECI video calls into programs
- Enablement users who are assigned to programs that include ECI conversation outcomes or milestones
- If you have a Sales Unlimited or Sales Performance license, assign the Einstein Conversation Insights Included or Sales Cloud Included Bundle permission set to users who need access to sales insights. These permission sets can be assigned to the Salesforce standard user license only.
- If you have standalone access:
- Assign the Conversation Insights for Sales permission set to non-Sales Engagement users who need access to sales insights.
- Assign the Conversation Insights for Service permission set to users who need access to service insights. This permission set is not supported for use with Aircall, Amazon Connect with Salesforce Voice, Dialpad, or RingCentral. (To use Amazon Connect with Salesforce Voice, assign the Conversation Insights for Sales permission set.)
- To edit voice call records, Sales Dialer or Salesforce Voice permissions are required. This includes the Dialer Outbound permission set for Sales Dialer, or the Salesforce Voice Contact Center Rep or Salesforce Voice Contact Center Admin permission sets for Service Cloud Voice.
Did this article solve your issue?
Let us know so we can improve!
