With Vendor Transcript Processing, your sales teams can quickly access call summaries and critical call insights. Sales managers can quickly deliver coaching tips to their reps and see how they’re doing. Existing ECI customers can toggle the feature on. New customers have it auto-enabled and can’t turn it off.
Where: This change applies to Einstein Conversation Insights in Lightning Experience. Einstein Conversation Insights is available in Enterprise, Performance, Unlimited, and Agentforce 1 Sales editions.
Why: Use vendor transcripts for video call processing instead of our native transcription service to speed up processing time.
How: Vendor Transcript Processing is on by default for orgs newly enabling Einstein Conversation Insights. The feature can’t be turned off after it’s enabled.
To enable Vendor Transcript Processing, from Salesforce Go, enter Einstein Conversation Insights under Features. Then enable Vendor Transcript Processing.
In order to ensure that transcriptions are available in Salesforce, we recommend that you turn on auto-transcribe in your video provider’s setup page. This ensures that you don’t miss processing any calls that you might forget to transcribe. More information is available on each provider’s site: