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Sales | Get Conversation Transcript

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Sales | Get Conversation Transcript

Gets a transcript for a voice or video call. This can be used to automate updates to records based on conversation data.

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 GetConversationTranscript
Reference Action Type Standard Action

Considerations

  • The transcript must be available in order to retrieve it.
  • The user calling the action must have Read access to the voice or video call.
  • Video calls can retrieve the raw vendor transcript, but voice calls can retrieve the processed transcript only.
 
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