The Call Explorer Powered by Einstein Generative AI is a powerful tool within Salesforce that enables users to extract insights from voice and video call records. Leveraging Einstein Generative AI, it allows sales teams to analyze conversations in depth, quickly gather relevant information, and improve their interactions with customers. In this article, let us learn the key Features of Call Explorer by Einstein Generative AI.
Key features of Call Explorer
- Feature Overview: This feature powered by Einstein, allows users to ask questions about sales calls directly from voice and video call records.
- Capabilities: Users can gather information about a call, such as product mentions, deal risk, or outstanding customer questions.
- User Requirements: Available to users with the Einstein Sales Call Explorer permission set and access to a voice or video call record.
- Languages Supported: Call Explorer supports calls in English, French, German, Italian, Japanese, and Spanish.
- Quick Information Retrieval: Users can ask questions directly from voice and video call records and get quick answers about product mentions or outstanding customer questions.
- Privacy: Previous questions and answers are not stored, ensuring user privacy
- Enhanced Searchability: Users can ask natural language questions about a call.
- Conversation Summarization:
- Quickly identifies and organizes important details from the call, saving time on manual review.
- Actionable Insights: Highlights follow-up actions, questions, or topics that need attention.
- Easy Access: Accessible via the Explore Conversation button on a voice or video call record.
- Availability:
- Interface: Lightning Experience.
- Editions: Enterprise, Performance, and Unlimited Editions.
- Add-on Required: Einstein for Sales and Einstein Conversation Insights.
- Permissions: Users need the Einstein Sales Call Explorer permission set.
- Prerequisite: Must have access to voice or video call records in Salesforce.
How to Use: Users can bring up Call Explorer using the Explore Conversation button and enter questions related to the call to get answers
Use Case Example:
A loan officer wants to review a recent client call to find details about which loan types were discussed. Instead of listening to the entire call, they use the Call Explorer to search, “Which loan types were mentioned?” The system identifies the loan types and provides a summary, enabling the LO to prepare an accurate follow-up email quickly.
To learn more, click Call Explorer Powered by Einstein Generative AI
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
