Newer Version Available
Get Conversation Intelligence Action
Gets intelligence information about a voice or video call, including any insights and a
conversation summary.
This action is available in API version 65.0 and later.
On invocation, this action gets a list of insights related to a call, and a call summary if one is available.
The user calling the action must have access to the related voice or video call records.
Supported REST HTTP Methods
- URI
- /services/data/vXX.X/actions/standard/getConversationIntelligence
- Formats
- JSON, XML
- HTTP Methods
- GET, HEAD, POST
- Authentication
- Authorization: Bearer token
Inputs
| Input | Details |
|---|---|
| recordId |
|
Outputs
| OUTput | Details |
|---|---|
| conversationInsights |
|
| conversationIntelligence |
|
| momentInsights |
|
Usage
- Sample Input
-
1{ 2 "inputs": [ 3 { 4 "recordId": "6qrAAC000000BGPYB2", 5 } 6 ] 7} - Sample Output
-
1{ 2 "conversationInsights": [], 3 "conversationIntelligence": { 4 "callSummary": "<p><strong> Customer Impression</strong></p><p>Sam, the customer, expressed a need for more features than their current service, Genius Solutions, offers. They appreciated the flexibility in adding licenses and were concerned about pricing due to a tight budget.</p><p><br></p><p><strong> Call Summary</strong></p><p>Sam, the customer, has been using Genius Solutions for several years but feels it lacks some features they need. They are exploring other options and are particularly interested in the flexibility of adding licenses, which is a significant pain point for them. Sam is also concerned about pricing and needs to stay within a budget of $1,600 per month. They are considering the intermediate subscription, which seems to fit their current needs. Sam plans to discuss the pricing and options with their partner, John, and their boss, who has significant influence over the decision. They are also interested in a demo of the intermediate subscription to prove the concept.</p><p><br></p><p><strong> Next Steps</strong></p><ol><li>Seller to put together a quote and email it to Sam.</li><li>Sam to discuss the quote with their partner, John, and their boss.</li><li>Schedule a demo of the intermediate subscription for next week.</li><li>Sam to confirm the best time for the demo with their team.</li></ol><p><br></p>" 5 }, 6 "momentInsights": [ 7 { 8 "category": "Question", 9 "insightTypeId": "00000000-0000-0000-0000-000000001010", 10 "keyword": "Question", 11 "momentTimes": [ 12 { 13 "action": null, 14 "endOffset": 39.18000030517578, 15 "entries": [ 16 "Long you been with Solutions?" 17 ], 18 "isFollowup": false, 19 "mentionId": 0, 20 "momentOffset": 32.720001220703125, 21 "needsAttention": false, 22 "sequences": [ 23 7 24 ], 25 "speakerId": "Speaker 2", 26 "speakerRole": null, 27 "startOffset": 27.719999313354492 28 }, 29 { 30 "action": null, 31 "endOffset": 75.08999633789062, 32 "entries": [ 33 "I'm you've had a kind comb through our as extensively, a think one missing is need be boss how this going are terms?" 34 ], 35 "isFollowup": false, 36 "mentionId": 1, 37 "momentOffset": 56.099998474121094, 38 "needsAttention": false, 39 "sequences": [ 40 11 41 ], 42 "speakerId": "Speaker 2", 43 "speakerRole": null, 44 "startOffset": 51.099998474121094 45 }, 46 { 47 "action": null, 48 "endOffset": 103.44999694824219, 49 "entries": [ 50 "Many off, how licenses are you looking at?" 51 ], 52 "isFollowup": false, 53 "mentionId": 2, 54 "momentOffset": 94.66999816894531, 55 "needsAttention": false, 56 "sequences": [ 57 17 58 ], 59 "speakerId": "Speaker 1", 60 "speakerRole": null, 61 "startOffset": 89.66999816894531 62 }, 63 { 64 "action": null, 65 "endOffset": 175.7100067138672, 66 "entries": [ 67 "You said 16 licenses, correct?" 68 ], 69 "isFollowup": false, 70 "mentionId": 3, 71 "momentOffset": 167.88999938964844, 72 "needsAttention": false, 73 "sequences": [ 74 28 75 ], 76 "speakerId": "Speaker 1", 77 "speakerRole": null, 78 "startOffset": 162.88999938964844 79 }, 80 { 81 "action": null, 82 "endOffset": 179.5800018310547, 83 "entries": [ 84 "Like how pay, can you break me?" 85 ], 86 "isFollowup": false, 87 "mentionId": 4, 88 "momentOffset": 172.08999633789062, 89 "needsAttention": false, 90 "sequences": [ 91 29 92 ], 93 "speakerId": "Speaker 1", 94 "speakerRole": null, 95 "startOffset": 167.08999633789062 96 }, 97 { 98 "action": null, 99 "endOffset": 182.6199951171875, 100 "entries": [ 101 "Like monthly it quarterly or annual?" 102 ], 103 "isFollowup": false, 104 "mentionId": 5, 105 "momentOffset": 174.82000732421875, 106 "needsAttention": false, 107 "sequences": [ 108 30 109 ], 110 "speakerId": "Speaker 1", 111 "speakerRole": null, 112 "startOffset": 169.82000732421875 113 } 114 ] 115 }, 116 { 117 "category": "Pricing", 118 "insightTypeId": "00000000-0000-0000-0000-000000001001", 119 "keyword": "Pricing", 120 "momentTimes": [ 121 { 122 "action": null, 123 "endOffset": 196.5399932861328, 124 "entries": [ 125 "It's monthly can access it via once customer. intermediate subscription about $1,200 a month. the premium, an additional $55 per you include looking at about 20." 126 ], 127 "isFollowup": false, 128 "mentionId": 0, 129 "momentOffset": 191.17999267578125, 130 "needsAttention": false, 131 "sequences": [ 132 31 133 ], 134 "speakerId": "Speaker 1", 135 "speakerRole": null, 136 "startOffset": 186.17999267578125 137 } 138 ] 139 }, 140 { 141 "category": "Next Step", 142 "insightTypeId": "00000000-0000-0000-0000-000000001000", 143 "keyword": "Next Step", 144 "momentTimes": [ 145 { 146 "action": null, 147 "endOffset": 272.57000732421875, 148 "entries": [ 149 "Like to subscription. available next be great just to prove out concept little me work on that with my Linda, that she can be on it have a large deal of influence." 150 ], 151 "isFollowup": false, 152 "mentionId": 0, 153 "momentOffset": 267.04998779296875, 154 "needsAttention": false, 155 "sequences": [ 156 48 157 ], 158 "speakerId": "Speaker 1", 159 "speakerRole": null, 160 "startOffset": 262.04998779296875 161 }, 162 { 163 "action": null, 164 "endOffset": 299.4653015136719, 165 "entries": [ 166 "Talk soon." 167 ], 168 "isFollowup": false, 169 "mentionId": 1, 170 "momentOffset": 294.9100036621094, 171 "needsAttention": false, 172 "sequences": [ 173 53 174 ], 175 "speakerId": "Speaker 2", 176 "speakerRole": null, 177 "startOffset": 289.9100036621094 178 } 179 ] 180 } 181 ] 182}
For more information about this action, see Flow Core Actions: Get Conversation Intelligence and Get Conversation Intelligence Invocable Action in Salesforce Help.