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          Take the Next Steps for Setting Up Einstein Conversation Insights

          Take the Next Steps for Setting Up Einstein Conversation Insights

          Manage these recommended features to get the most out of Einstein Conversation Insights.

          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
          • Set Up Call Insights
            Configure keyword insights related to mentions of competitors and products that are important to your Salesforce org. Or create custom keyword insights for when words or phrases relevant to your teams are mentioned. If your org has access to Generative Conversation Insights, use generative AI to track important themes and topics.
          • Turn on Additional Features for Einstein Conversation Insights
            Turn on opportunity matching and reporting features from Setup.
           
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          Salesforce Help | Article