Enable Call Explorer by turning on the feature in Setup and assigning the related permission set to users.
Required Editions
Prior to enabling Call Explorer, the following features must be enabled:
- Einstein Conversation Insights: This can be enabled in Setup, from the General Settings page under Einstein Conversation Insights.
- Einstein Generative AI: This can be enabled in Setup, from the Einstein Generative AI Setup page.
| Available in: Lightning Experience |
|---|
| Available in Starter, Pro, Enterprise, Performance, Unlimited, and Agentforce 1 Sales Editions with the Einstein for Sales add-on and Einstein Conversation Insights. |
| User Permissions Needed | |
|---|---|
| To enable Einstein Conversation Insights: | Customize Application |
- From the Setup, enter Einstein for Sales in the Quick Find box and select Einstein for Sales.
- Turn on Call Explorer.
- From Setup, enter Permission Sets in the Quick Find box, and then select Permission Sets.
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Click Einstein Sales Call Explorer, and then click Manage
Assignments to assign the permission set to users.
Note You can also assign permission sets per user. From Setup, enter Users in the Quick Find box, and then select Users. Click the name of individual users. In the Permission Set Assignments related list, click Edit Assignments.