Review Einstein Conversation Insights Setup Requirements

Learning Objectives

After completing this unit, you’ll be able to:

Explain the requirements for setting up Einstein Conversation Insights.
Describe the limitations for setting up Einstein Conversation Insights.

Considerations for Setting Up Einstein Conversation Insights

In this module, we assume you’re a Salesforce admin or another role with the proper permissions to set up Einstein Conversation Insights (ECI). If you’re not an administrator, that’s OK. Read along to learn how your administrator can set up Einstein Conversation Insights to empower your sales team. By understanding how to set up, use, and quickly scale Einstein Conversation Insights features, admins can support sales teams’ productivity and help them transition to data-driven selling. The Einstein Conversation Insights dashboard displaying competitor, product, and custom mentions during voice and video calls.

Conversation Insights is available in the following instances.

Lightning Experience
Sales Engagement
Performance and Unlimited Editions and at an additional cost for Enterprise Editions
Enablement, which is available for an additional cost in Enterprise, Performance, and Unlimited Editions

Note that Experience Cloud sites and Government Cloud don’t support Einstein Conversation Insights.

Einstein Conversation Insights is optimized for sales conversations. However, you can also add it to Service Cloud licenses.

Before setting up Conversation Insights, consider the following requirements, nuances, and limitations.

Required User Permissions

Salesforce Admin or User Task	Preferences and Permissions Required
Set Up Einstein Conversation Insights	Customize Application, Modify All Data, Assign Permission Sets, and Manage Users
Use Einstein Conversation Insights for Sales	Sales Engagement Conversation Insights, Sales Cloud Bundle Included, Einstein Conversation Insights Included, or Conversation Insights for Sales permission set
Use Einstein Conversation Insights for Service	Conversation Insights for Service permission set
Use Dialer	Dialer Inbound, Dialer Outbound, and Dialer Minutes permission sets

Feature Availability

Dashboards: Conversation Insights refreshes dashboards every 8 hours. After enabling Conversation Insights, it can take up to 24 hours to create the dashboards. To create and use the Conversation Insights dashboards, at least two levels are required in the role hierarchy.
Recordings: Einstein Conversation Insights supports only one call per recording file. Recordings are available as soon as they’re uploaded to Salesforce. Processing begins immediately afterward. Usually, it takes 30 minutes or less to process and analyze recorded calls, depending on the size of the recording.
Call Highlight email: If there were at least three calls with relevant content and insights, Conversation Insights sends a Call Highlight email to Einstein Conversation Insights users.
Call processing: Einstein Conversation Insights processes voice calls that are at least 10 seconds long. Calls must include at least two participants (with one being external) to be processed.
Call collections: Call collections are limited to 100 items and 100 members for each call collection.
Creating a sandbox: If you’re creating a sandbox from an org that already has voice calls, voice call records and voice call recordings aren’t copied over. You must enable Conversation Insights from Setup again to use this feature in the sandbox.

Language Availability

Einstein Conversation Insights is available in over 15 languages and dialects. The automatic insights available (including Next Steps and objection-related insights) can vary widely by language. To see the full list of supported automatic insights by language, go to Call Insights under Einstein Conversation Insights in Setup and select the Automatic tab. We’re continually offering additional support, but make any usage decisions based on currently available insights. For a complete list of supported languages, review the Salesforce help article, Considerations for Setting Up Einstein Conversation Insights.

Subscription Considerations

Each Einstein Conversation Insights subscription includes up to 675 processed hours of calls per year per license. That means an org with 10 licenses can process 6,750 call hours across all Einstein Conversation Insights users over 12 months. Customers can purchase more hours if needed.

Call recordings are limited to 64 MB, and orgs can have up to 100 custom insights. Each insight can have a maximum of 25 keywords, with each keyword limited to 255 characters.

If an org is using the Unlimited or Performance Edition, each Einstein Conversation Insights license includes up to 120 processed hours of calls per year per license. Usage is calculated at the org level based on the total number of licenses. Unused hours roll over to the following year. The feature includes automatic insights for Sales only.

Conversation Insights is compatible with the following systems.

Zoom Meetings
Sales Dialer
Dialpad
RingCentral
Aircall
Amazon Connect
Redbox
Tenfold
Fastcall

Other supported partners are available via the API. Integration work is required from the customer to add a new recording provider.

It also supports MP3, FLAC, WAV, MP4, and M4A file types. Sound eXchange is used to convert MP3, FLAC, and WAV files. FFmpeg is used to convert MP4 and M4A files. Shield Platform Encryption isn’t supported.

Other Considerations

We highlighted some of the things to take into consideration as you set up Einstein Conversation Insights. There are also a few things to keep in mind based on specific video and voice providers, and how Einstein Conversation Insights interacts with other features you may have enabled in Salesforce. Review the online help for more details.

You now know the basic requirements needed to use Einstein Conversation Insights and have reviewed the feature’s considerations. The next unit explores how to enable and quickly scale Einstein Conversation Insights to support sales teams’ productivity.

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