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Connect Video Recording Providers
Connect Zoom Meetings, Google Meet, or Microsoft Teams to use Einstein Conversation Insights with your video calls.
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 |
To improve speaker identification, we recommend turning on Einstein Activity Capture. Einstein Conversation Insights can use Einstein Activity Capture calendar integration to match call participants with existing contact records.
- From Setup, enter Einstein Conversation Insights in the Quick Find box, and then select General Settings.
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On the Settings page, connect a video recording provider.
For detailed information about adding specific recording providers, see the corresponding topics:
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Click Connect.
Video playback is affected when a session security setting is enabled. Video recordings may not always play when the Use POST requests for cross-domain sessions setting is enabled on the Sessions Settings page in Setup. This setting makes requests more secure, but can prevent the display of embedded content.
To prioritize video playback, make sure this setting is not selected. The known issue page also describes a workaround. For more information, see Modify Session Security Settings.
Einstein Conversation Insights doesn’t support playing videos in the Apple Safari browser.
After video recording providers are enabled at the org level, users need to connect their accounts to use them with Einstein Conversation Insights.
