Sales Cloud31 tasks
Configure Einstein Conversation Insights
Turn on and fix Einstein Conversation Insights so a team gets working call recordings, transcripts, keyword signals and the Lightning page components that show them.
Method
How MeshMesh does it
- Gathers the records a demo needs, such as the account, contact, opportunity and owner, and checks whether existing ones are still usable. In it found the existing event had expired.
- Writes a plan with exact field values before it creates records.
- Builds and deploys custom Lightning web components, such as a mock conversation component for a voice demo, then refines them.
- Configures Einstein Conversation Insights signal rules that launch Next Best Action. It then fixes the chain from rule to strategy flow to recommendation to action.
- Reshapes supporting flows, such as turning a logging flow into a screen flow that carries a sales script, and checks the result in the org.
- When the platform blocks a change, it lays out workaround options and pauses for the user's choice. In, video call recordings could not be created through the API and the call date fields were read-only.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.
- 1Einstein Conversation InsightsSales Cloud31 tasks