Call Explorer Powered by Einstein Generative AI

Einstein Conversation Insights users can ask questions directly from voice and video call records. Powered by Einstein, the new Call Explorer allows users to quickly gather information about a call, such as product mentions or outstanding customer questions.

Available in: Lightning Experience
Available in Starter, Pro, Enterprise, Performance, Unlimited, and Agentforce 1 Sales Editions with the Einstein for Sales add-on and Einstein Conversation Insights.

This feature is available to users with the Einstein Sales Call Explorer permission set and access to a voice or video call record.

To bring up Call Explorer, use the Explore Conversation button.

Enter questions related to the call, and Einstein provides an answer.

Call Explorer delivers one answer per query. Previous questions and answers are not stored.

Call Explorer is also available with Agentforce (Default) as a standard action. For more information, see Agent Actions.

• Considerations for Call Explorer
  To use Call Explorer, consider supported functionality, usage, limitations and allowances, limits, and other issues.