Take the Next Steps for Setting Up Einstein Conversation Insights

Manage these recommended features to get the most out of Einstein Conversation Insights.

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
  • Set Up Call Insights
    Configure keyword insights related to mentions of competitors and products that are important to your Salesforce org. Or create custom keyword insights for when words or phrases relevant to your teams are mentioned. If your org has access to Generative Conversation Insights, use generative AI to track important themes and topics.
  • Turn on Additional Features for Einstein Conversation Insights
    Turn on opportunity matching and reporting features from Setup.