Focus entirely on your client with secure, AI-powered mobile transcription that automatically captures and syncs confidential in-person meeting notes to Salesforce, eliminating tedious manual data entry. After your meeting, once your data is synced, Einstein Conversation Insights creates summaries and highlights important details like customer concerns or mentions of competitors. It also helps you stay organized by setting up follow-up tasks and personalizing your outreach.
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 and as an add-on in Enterprise Edition for more than 10 users.
When: This feature will be available in iOS starting March 25, 2026 and Android starting April 06, 2026.
Who: This feature is available to users with access to Einstein Conversation Insights and the Salesforce mobile app.
