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Connect Voice Recording Providers
Connect at least one recording provider to use 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 |
Einstein Conversation Insights can analyze recordings from different products. For a list, see Recording Providers. For information about connecting video recording providers, see Connect Video Recording Providers.
There are additional setup steps and requirements to connect Dialpad, RingCentral, Aircall, or Amazon Connect. For more information, see Integrate Voice Connectors with Einstein Conversation Insights.
To edit voice call records, Sales Dialer or Salesforce Voice permissions are required. This includes the Dialer Outbound permission set for Sales Dialer, or the Salesforce Voice Contact Center Rep or Salesforce Voice Contact Center Admin permission sets for Service Cloud Voice.
Make sure that Dialer or your telephony solution is enabled. For more information about enabling Sales Dialer, see Set Up Sales Dialer.
See Phone Integration Considerations for Sales Engagement for information about integrating your phone provider with Sales Engagement.
- From Setup, enter Einstein Conversation Insights in the Quick Find box, and then select General Settings.
- On the Settings page, connect a voice recording provider.
- Click Connect.
