---
schema_version: "1"
id: ecd85b16df2f5a2e1e4b2e3f6d37fa44ef5971b66ef2877f1a92b2762a63bb6c
title: Set Up Einstein Conversation Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/call_coaching_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.call_coaching_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e321b2ce2133072b3130ad266dbee51d805d701041e5ba66223fe630755fd651
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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

<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 in Einstein Conversation Insights, which is available in <strong>Starter</strong>, <strong>Pro</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Agentforce 1 Sales</strong> Editions</td></tr></tbody></table>

<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="d94630e82">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d94630e82 ">To enable Einstein Conversation Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d94630e82 ">Customize Application</td>

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

Review [considerations](https://help.salesforce.com/s/articleView?id=sales.ci_considerations.htm&type=5&language=en_US) and plan your implementation prior to setup.

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

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](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US).

- **[Considerations for Setting Up Einstein Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.ci_considerations.htm&release=264.0.0&type=5)**  
    Before setting up Einstein Conversation Insights, consider these requirements, limitations, and nuances.
- **[Security and Data Storage for Einstein Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.ci_security.htm&release=264.0.0&type=5)**  
    Review our policies around security and data storage specific to Einstein Conversation Insights.
- **[Turn On Einstein Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.ci_setup_enable.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.ci_setup_basics.htm&release=264.0.0&type=5)**  
    Assign permission sets and connect at least one recording provider to get started.
- **[Take the Next Steps for Setting Up Einstein Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.ci_setup_next_steps.htm&release=264.0.0&type=5)**  
    Manage these recommended features to get the most out of Einstein Conversation Insights.
- **[Unlock Advanced Generative AI Functionality for Einstein Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.ci_setup_ai.htm&release=264.0.0&type=5)**  
    Enhance your Salesforce data with generative AI to create relevant, customized experiences for your users.
- **[Unlock Advanced Data 360 Functionality for Einstein Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.ci_setup_data_cloud.htm&release=264.0.0&type=5)**  
    Take your ECI experience to the next level with Data 360 features.
- **[Guidelines to Start Using Einstein Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.ci_start.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.call_coaching.htm&release=264.0.0&type=5 "Give sales teams insights about their customer calls and surface coachable moments. Managers and reps can play recordings of conversations to gain visibility into mentions of competitors, products, custom keywords, pricing discussions, and next steps. Sales leaders can extract conversation trends and visualize insights related to voice and video calls.")