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Set Up Einstein Coach

To allow the use of AI-generated coaching in Enablement programs, Salesforce admins must enable Einstein Coach and assign the appropriate permissions.

Required Editions

Available in: Lightning Experience
Available with Einstein for Sales with an Enablement add-on in Performance and Unlimited Editions and for an extra cost in Enterprise Edition
User Permissions Needed
To enable Einstein Coach: System Administrator Profile
To assign permission sets:

Assign Permission Sets

AND

View Setup and Configuration
  1. From Setup, in the Quick Find box, enter and select Einstein for Sales.
  2. Turn on Einstein generative AI.
  3. Scroll to the Set Up Einstein Coach section.
  4. Turn on Einstein Coach.
  5. Assign the Access Einstein Coach and Prompt Template User default permission sets to Enablement admins and Enablement users.
  6. Set Up Einstein Conversation Insights.
    1. Turn on Einstein Conversation Insights.
    2. Connect video recording providers.
    3. Assign the Conversation Insights for Sales default permission set to Enablement admins.

See Also