Move customer conversations forward with AI-generated suggested next steps. After a meeting transcript is available, the Salesforce mobile app presents a meeting summary, key decisions, and contextual next steps directly on the event record. You can review follow-up recommendations such as sending requested materials, updating an opportunity, or scheduling another meeting.
Where: This change applies to the Salesforce mobile app for iOS and Android.
When: This feature will be available starting August 24, 2026.
Who: This feature is available to users with access to Einstein Conversation Insights and the Salesforce mobile app.