---
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title: Set Up Einstein Conversation Insights for Enablement
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/enablement_setup_eci.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.enablement_setup_eci.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1d6f44630ea1a363749270d9efcaeaffbd98930f8c6da3bf4a187519ae2ca349
description: In full Enablement programs, you can add conversation-based outcomes and milestones. To get started, set up Einstein Conversation Insights (ECI) for use with Enablement. The full Enablement add-on license includes ECI. If your Enablement team wants to influence users to say key phrases during their calls, set up and define custom ECI Call Insights. Setting up ECI is also a prerequisite for using Einstein Coach in Enablement programs to generate feedback for reps’ sales pitches.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Set Up Einstein Conversation Insights for Enablement

In full Enablement programs, you can add conversation-based outcomes and milestones. To get started, set up Einstein Conversation Insights (ECI) for use with Enablement. The full Enablement add-on license includes ECI. If your Enablement team wants to influence users to say key phrases during their calls, set up and define custom ECI Call Insights. Setting up ECI is also a prerequisite for using Einstein Coach in Enablement programs to generate feedback for reps’ sales pitches.

### 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 with Sales, Service, or Salesforce Platform for an additional cost in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</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="d11544e57">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11544e57 ">To set up ECI and Enablement and to adjust sharing settings: </td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11544e57 ">
              <p>View Setup and Configuration</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Modify All Data OR Customize
                Application</p>
            </td>
          </tr>
        </tbody>
      </table>

1. [Set up Einstein Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.call_coaching_setup.htm&language=en_US). To make ECI objects available for Enablement admins to create measures for conversation-based outcomes and milestones, find Turn On Insight Reports and Conversation-related Measures for Enablement and set it to **On**.
2. Create ECI prebuilt measures.
    
    1. From Setup, in the Quick Find box, enter Enablement, and then select **Enablement Settings**.
    2. Under Check Status of Prebuilt Measures, click **Create Enablement Measures**.
    
    If you’re trying Enablement Lite, ECI isn’t included like it is with the full Enablement license. When you check the status of prebuilt measures, ECI measures are available only if your company uses ECI.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-enablement-264-0-0-production-enus/4a7278f8-cbf0-413e-95e6-6a1aa646877b/images/icon_important.png)
    
    Important ECI isn’t supported in Developer Edition, isn’t supported in Partner Enablement programs in Experience Cloud sites, and isn’t included with Enablement Lite. However, if you’re trying Enablement Lite and your company already uses ECI, you can still use ECI measures with Enablement Lite programs.
    
    When ECI measures are created, you see them in the Available column under Statuses.
3. [Assign conversation insights permissions](https://help.salesforce.com/s/articleView?id=sales.ci_setup_assign_perm_sets.htm&language=en_US) to Enablement admins and Enablement users.
    
    After you complete steps 1–3 in this topic, Enablement admins have access to ECI prebuilt measures on the Enablement Measures page and can build custom measures on ECI objects.
4. [Set up Call Insights](https://help.salesforce.com/s/articleView?id=sales.call_coaching_setup_insights.htm&language=en_US) if Enablement admins want to influence users to say key phrases during their calls. Ask your Enablement admins about the phrases that they want to track. In some cases, you must define custom call insights.

#### See Also

- [Guidelines for Creating Einstein Conversation Insights Measures for Conversation-Based Goals](https://help.salesforce.com/s/articleView?id=sales.enablement_measures_eci_guidelines.htm&release=264.0.0&type=5 "To add conversation-based goals to your Enablement programs using voice and video calls recorded with Einstein Conversation Insights (ECI), create a measure that uses ECI objects. Learn guidelines for building successful ECI measures, such as which parameters are required. Also, get ideas for incorporating ECI Call Insights into your programs, such as counting key phrases that call owners mention during their customer calls.")
- [Set Up a Sandbox for Testing Enablement Measures Built on Einstein Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.enablement_setup_eci_sandbox_setup.htm&release=264.0.0&type=5 "Some additional steps are required if your Enablement admins want to test full Enablement programs that use Einstein Conversation Insights (ECI) measures in a sandbox. Enablement testing is supported in full sandboxes only.")
- [Integrating Einstein Coach with Sales Programs](https://help.salesforce.com/s/articleView?id=sales.enablement_einstein_coach_parent.htm&release=264.0.0&type=5 "Einstein for Sales with an Enablement add-on license enables sales reps to close deals better by providing them with the opportunity to practice and perfect their sales pitch before that initial interaction with a prospect. Einstein Coach provides reps with personalized and actionable feedback on how to improve their sales pitch.")
- [Einstein Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.call_coaching.htm&language=en_US)