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          Sales | Explore Conversation

          Sales | Explore Conversation

          Answers a user’s questions about a voice or video call based on the contents of the call transcript. For example, if the user enters, “What was the customer sentiment on the call?” in the Einstein panel, the action delivers an answer based on the customer’s language in the call transcript.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on and Einstein Conversation Insights. Requires each user to have the Agentforce or Einstein add-on to access the action.
          User Permissions Needed
          To use Call Explorer: Einstein Sales Call Explorer
          See Common User Access for Standard Agent Actions.

          Action Details

          API Name ExploreConversation
          Reference Action Type Standard Action
          Does this action execute one or more prompt templates? No
          Required Setup Add Call Explorer to Voice Calls and Video Calls

          Considerations

           
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