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Sales Productivity
Add the Call Coaching Component to Video Calls

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Add the Call Coaching Component to Video Calls

If you have Call Coaching enabled, use the Lightning App Builder to add the Coaching tab to video call records if they’re not added by default.

Required Editions

Prior to enabling Call Coaching, the following features must be enabled:

  • Einstein Conversation Insights: This can be enabled in Setup, from the General Settings page under Einstein Conversation Insights.
  • Einstein Generative AI: This can be enabled in Setup, from the Einstein Generative AI Setup page.
Available in: Lightning Experience
Available in Enterprise, Performance, Unlimited, and Agentforce 1 Sales Editions with Einstein Conversation Insights.
User Permissions Needed
To enable Einstein Conversation Insights: Customize Application, View Setup, Modify All Data

The Coaching component is typically added by default to the page layouts of video call records, but it isn’t added if you’ve customized the page layout. Add the component manually if it isn’t there.

Add the Call Coaching Component

  1. Navigate to a video call record page.
  2. From the Setup menu, click Edit Page.

    When you select Edit Page for the first time, Salesforce makes a copy of the standard page. This copy is what you edit in the Lightning App Builder. If a customized page exists and is active, selecting Edit Page opens that page to edit.

  3. To add the Coaching tab, select the Tab component and click Add Tab in the Tabs component properties. Then select the Coaching tab.
    Alternatively you can select the Coaching component from the Components list and drag it to the desired place in the canvas.
  4. Click Save.
 
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