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            Assign an Integration User

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            Assign an Integration User

            Assign the integration user for the voice connector app. The signed-in user is assigned as the integration user, so consider creating a separate user dedicated to third-party integrations with 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

            An integration user is assigned the custom access necessary to complete integrations between ECI and your voice provider. It’s a Salesforce best practice to use a separate user for this purpose and to dedicate this user to this integration.

            You likely created a dedicated integration user based on the guidelines in the connector-specific configuration guides. Use that user for this task.

            1. From Setup, enter Users in the Quick Find box, and then select Users.
            2. Make sure an ECI access permission set and the Conversation Insights Integration User permission set are assigned to the integration user. Assign the System Administrator profile. The user also needs API Enabled enabled and access to the Voice Call object.
              For Amazon Connect, if you’re using a separate integration user for your Amazon Connect integration, this user also needs ECI access.
            3. Log in as the integration user, and open the Voice Connector app.
            4. From the Assign Your User as the Integration User step, click Assign Integration User.
             
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