Sales | Explore Conversation

Answers a user’s questions about a voice or video call based on the contents of the call transcript. For example, if the user enters, “What was the customer sentiment on the call?” in the Einstein panel, the action delivers an answer based on the customer’s language in the call transcript.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on and Einstein Conversation Insights. Requires each user to have the Agentforce or Einstein add-on to access the action.
User Permissions Needed
To use Call Explorer: Einstein Sales Call Explorer
See Common User Access for Standard Agent Actions.

Action Details

API Name ExploreConversation
Reference Action Type Standard Action
Does this action execute one or more prompt templates? No
Required Setup Add Call Explorer to Voice Calls and Video Calls

Considerations