---
schema_version: "1"
id: 529ed3d61379536030919b02a7417872fae2f2ef6baa4d3deeaf0b424801380e
title: Set Up the Basics for Einstein Conversation Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/ci_setup_basics.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.ci_setup_basics.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9991416be2c464196da650c71375dfb7b3e18abb6d519fa287c99c38f1ea5762
description: Assign permission sets and connect at least one recording provider to get started.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Set Up the Basics for Einstein Conversation Insights

Assign permission sets and connect at least one recording provider to get started.

### 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="d96340e81">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d96340e81 ">To enable Einstein Conversation Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d96340e81 ">Customize Application</td>

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

- **[Connect Video Recording Providers](https://help.salesforce.com/s/articleView?id=sales.ci_setup_recording_providers_video.htm&release=264.0.0&type=5)**  
    Connect Zoom Meetings, Google Meet, or Microsoft Teams to use Einstein Conversation Insights with your video calls.
- **[Connect Voice Recording Providers](https://help.salesforce.com/s/articleView?id=sales.call_coaching_setup_recording_providers.htm&release=264.0.0&type=5)**  
    Connect at least one recording provider to use Einstein Conversation Insights.
- **[Assign Conversation Insights Permission Sets](https://help.salesforce.com/s/articleView?id=sales.ci_setup_assign_perm_sets.htm&release=264.0.0&type=5)**  
    Assign the permission sets for Einstein Conversation Insights from Setup.