---
schema_version: "1"
id: abaeb503ae3c05455a6421e8eb936bbf580023cb67ac441777cdfb6abde26bb3
title: Create Custom Einstein Email Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/aac_custom_email_insights.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.aac_custom_email_insights.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 16759dad0d96cf1700c0c7076991be03011c0c641651abd8ac1f0e5413056b8c
description: Einstein Email Insights give sales reps critical sales context alongside relevant inbound emails. You can get the most relevant email insights by specifying what to look for in email content.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Create Custom Einstein Email Insights

Einstein Email Insights give sales reps critical sales context alongside relevant inbound emails. You can get the most relevant email insights by specifying what to look for in email content.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Cloud Einstein, which is available in <strong>Performance</strong> and <strong>Unlimited</strong> Editions, and for an extra cost in <strong>Enterprise</strong> Edition</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Inbox, which is available in <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, and&nbsp;<strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Engagement, which is available for an extra cost in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

Note We’re reorganizing the Einstein Activity Capture documentation. We’re moving some information around, but we aren’t deleting anything.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d33427e105">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d33427e105 ">To create custom Einstein Email Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d33427e105 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d33427e105 ">To view custom Einstein Email Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d33427e105 ">Sales Cloud or Einstein Activity Capture</td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

Note Einstein Email Insights is available only in English.

1. From Setup, in the Quick Find box, enter Einstein Activity Capture, and then select **Einstein Email Insights**.
2. Click **New**.
3. Enter an insight label and description.
    
    The description appears when users hover over the label in the activity timeline.
    
    If you update an insight name or description for active and inactive email insights, existing labels and descriptions are updated.
4. Enter up to 10 sets of keywords and choose whether the search is case-sensitive. Confirm that the insight is enabled.
    
    You can have up to 10 active insights.
5. Select any standard insights that you want to combine with your custom insight.
    
    There’s an “and” condition between the custom insight and standard insights that you select to combine with your custom insight. For the insight to be generated, the email must contain at least one defined keyword and a selected standard insight. For example, if you’re in the automotive industry, you could customize an email insight to look for words like _car_, _auto_, _drive_, and _race_ in emails.
6. Turn on the insight, if you want it to be active.
7. Click **Save Draft** or **Save & Apply**.

Sales reps see custom email insights, when available, in the activity timeline and the email detail page. Custom insights are visible on reports to all users. Not all users can view custom email insights on email records. To see both standard and custom insights on records, users must be assigned Einstein Activity Capture Included and Sales Cloud Unlimited licenses.

#### See Also

- [Turn On Einstein Email Insights](https://help.salesforce.com/s/articleView?id=sales.einstein_sales_setup_enable_email_insights.htm&release=264.0.0&type=5 "Einstein Email Insights give sales reps critical sales context alongside relevant emails, making it easier for them to send the perfect response at the perfect time. If you use Einstein Activity Capture through Performance or Unlimited editions or a Sales Cloud Einstein, Inbox, Sales Engagement, or Revenue Intelligence license, Email Insights is on by default when you turn on Einstein Activity Capture. If you have only Standard Einstein Activity Capture users, turn on Einstein Email Insights. In new orgs where Sync Email as Salesforce Activity is turned on by default, Einstein Email Insights is turned off. Turn it on manually.")