---
schema_version: "1"
id: 796ffd250ac287e464629ee9788183f019776fcf9788fa48d62817ec00eeff06
title: Set Up Einstein Conversation Insights for Sales Engagement
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/hvs_setup_configure_ci.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.hvs_setup_configure_ci.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 36efb5baf2f84f510da262bcc10b4e4be28f33c66c7dac89c4a1c7a304bdf453
description: If you’re using Einstein Conversation Insights for the first time, enable Conversation Insights in Setup. Make sure that you set up relevant call insights after turning on the product.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Set Up Einstein Conversation Insights for Sales Engagement

If you’re using Einstein Conversation Insights for the first time, enable Conversation Insights in Setup. Make sure that you set up relevant call insights after turning on the product.

### 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 <a href="https://www.salesforce.com/sales/engagement-platform/" target="_blank">Sales Engagement</a>, which is included with Sales in <strong>Performance</strong>, <strong>Einstein 1</strong>, and <strong>Unlimited</strong> Editions, and available for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.</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="d155037e83">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d155037e83 ">To set up Sales Engagement:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d155037e83 ">Customize Application AND Modify All Data</td>

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

Complete these steps.

- [Turn On Einstein Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.ci_setup_enable.htm&release=264.0.0&type=5 "Enable Einstein Conversation Insights from the General Settings page in Setup. You can also use the new Salesforce Go experience to access more settings from a single location.")
- [Connect Voice Recording Providers](https://help.salesforce.com/s/articleView?id=sales.call_coaching_recording_providers.htm&release=264.0.0&type=5 "Connect voice and video recording providers to begin importing calls into Einstein Conversation Insights.")
- [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.")