Use the Setup menu to get the guidance you need for setting up
Einstein Conversation Insights. Connect a recording provider, assign permission sets, and define
insights to use Einstein Conversation Insights. After the setup process is complete on the org
and user levels, calls are processed automatically, and call data can be found on voice and video
record pages.
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
Review considerations and plan your implementation prior to
setup.
Tip Check
out this feature in Salesforce Go! Find a guided setup experience, explore more content,
discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.
Turn On Einstein Conversation Insights Enable Einstein Conversation Insights from the General Settings page in Setup. You can also use the new Salesforce Go experience to access more settings from a single location.
Guidelines to Start Using Einstein Conversation Insights Make sure sales and service users have Einstein Conversation Insights (ECI) licenses and record calls to start using ECI. Recorded customer calls are then processed automatically if they’re over 10 seconds long for voice calls and over 1 minute long for video calls.
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