---
schema_version: "1"
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title: Take the Next Steps for Setting 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/ci_setup_next_steps.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.ci_setup_next_steps.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a0ac35bf2253b7aee06ff23828831acc3fd9f7395556a2b4a755ae3b9ac039a5
description: Manage these recommended features to get the most out of Einstein Conversation Insights.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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

<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%">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d172153e81">User Permissions Needed</th>
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        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d172153e81 ">To enable Einstein Conversation Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d172153e81 ">Customize Application</td>

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

- **[Set Up Call Insights](https://help.salesforce.com/s/articleView?id=sales.call_coaching_setup_insights.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.ci_setup_features.htm&release=264.0.0&type=5)**  
    Turn on opportunity matching and reporting features from Setup.