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          Sales | Get Conversation Intelligence

          Sales | Get Conversation Intelligence

          Gets intelligence information about a voice or video call, including any insights and a conversation summary if one is available.

          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 Einstein Conversation Insights: Sales Engagement Conversation Insights, Sales Cloud Bundle Included, Einstein Conversation Insights Included, OR Conversation Insights for Sales permission set
          See Common User Access for Standard Agent Actions.

          Action Details

          API Name GetConversationIntelligence
          Reference Action Type Standard Action

          Considerations

          • This feature requires access to video or voice call records.
           
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          Salesforce Help | Article