Work Summaries for Voice Calls generates summaries automatically as soon as the call
ends. By default, the summary appears on the console for service reps to review and save. To
save summaries automatically without service rep review, turn on Automatically Save
Summaries.
Required Editions
| User Permissions
Needed |
| To store voice call summaries in Salesforce object fields: |
Edit (on Salesforce object) OR Modify All Data |
-
From Setup, in the Quick Find box, enter Einstein Work Summaries,
and then select Einstein Work Summaries.
-
Go to the Voice Calls tab.
-
To control whether a summary is created as soon as the call ends, turn Automatically
Generate Summaries on or off. This setting is on by default.
- When it's on, summaries are generated as soon as the call ends, and they appear on
the console for service reps to review and save.
- When it's off, service reps generate summaries manually with Get Einstein
Recommendations.
-
To control whether summaries are saved without service rep review, turn Automatically
Save Summaries on or off. This setting is off by default.
- When it's off, summaries appear on the console, where service reps review and save
them.
- When it's on, summaries are saved automatically, without manual review or
saving.
