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Sales Productivity
Considerations for Call Coaching

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Considerations for Call Coaching

To use Call Coaching, consider supported functionality, usage, limitations and allowances, limits, and other issues.

Required Editions

Available in: Lightning Experience
Available in Enterprise, Performance, Unlimited, and Agentforce 1 Sales Editions with Einstein Conversation Insights.
Example
Example
Note
Note This feature does not draw down credits for AI usage if your org has Agentforce for Sales, Service, or Industry add-on license, or if your org has Agentforce 1 Edition for Sales, Service, or Industry. For more information on generative AI credit consumption, see Metering for Agentforce and Generative AI Usage. Credits can still be consumed by data services in Data 360 and other related usage.

Language and Locale Support

Call Coaching is officially supported in English only.

Large Language Model Support

Call Summary and Generative Conversation Insights support these models.

GPT 4 Omni (GPT-4o)

Note
Note To use this model, make sure access to OpenAI models is turned on. For more information about configuring model providers, see Manage Model Provider Access.

Limitations and Allowances

  • Einstein Conversation Insights is not supported in Experience Cloud or Government Cloud.
  • Orgs are limited to 8 active call competencies.
 
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