Set Up Einstein Conversation Insights

Use the Setup menu to get the guidance you need for setting up Einstein Conversation Insights. Connect a recording provider, assign permission sets, and define insights to use Einstein Conversation Insights. After the setup process is complete on the org and user levels, calls are processed automatically, and call data can be found on voice and video record pages.

Required Editions

Available in: Lightning Experience

Available in Einstein Conversation Insights, which is available in Starter, Pro, Enterprise, Performance, Unlimited, and Agentforce 1 Sales Editions

User Permissions Needed
To enable Einstein Conversation Insights:	Customize Application

Review considerations and plan your implementation prior to setup.

Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.

• Considerations for Setting Up Einstein Conversation Insights
  Before setting up Einstein Conversation Insights, consider these requirements, limitations, and nuances.
• Security and Data Storage for Einstein Conversation Insights
  Review our policies around security and data storage specific to Einstein Conversation Insights.
• Turn On Einstein Conversation Insights
  Enable Einstein Conversation Insights from the General Settings page in Setup. You can also use the new Salesforce Go experience to access more settings from a single location.
• Set Up the Basics for Einstein Conversation Insights
  Assign permission sets and connect at least one recording provider to get started.
• Take the Next Steps for Setting Up Einstein Conversation Insights
  Manage these recommended features to get the most out of Einstein Conversation Insights.
• Unlock Advanced Generative AI Functionality for Einstein Conversation Insights
  Enhance your Salesforce data with generative AI to create relevant, customized experiences for your users.
• Unlock Advanced Data 360 Functionality for Einstein Conversation Insights
  Take your ECI experience to the next level with Data 360 features.
• Guidelines to Start Using Einstein Conversation Insights
  Make sure sales and service users have Einstein Conversation Insights (ECI) licenses and record calls to start using ECI. Recorded customer calls are then processed automatically if they’re over 10 seconds long for voice calls and over 1 minute long for video calls.

See Also

• Einstein Conversation Insights