To enable service reps to generate and store messaging session summaries, activate work
summaries for messaging sessions.
Required Editions
| User Permissions
Needed |
| To store voice call summaries in the Salesforce object fields: |
Edit (on Salesforce object) OR Modify All Data |
-
From Setup, in the Quick Find box, enter Einstein Work Summaries,
then select Einstein Work Summaries.
-
Click the Enhanced Messaging tab.
-
To enable Work Summaries for enhanced messaging sessions, turn on Work Summaries for
Enhanced Messaging.
