Sales | Get Conversation Intelligence

Gets intelligence information about a voice or video call, including any insights and a conversation summary if one is available.

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 Einstein Conversation Insights: Sales Engagement Conversation Insights, Sales Cloud Bundle Included, Einstein Conversation Insights Included, OR Conversation Insights for Sales permission set
See Common User Access for Standard Agent Actions.

Action Details

API Name GetConversationIntelligence
Reference Action Type Standard Action

Considerations

  • This feature requires access to video or voice call records.