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ConversationalIntelligenceSettings

Represents the org's Einstein Conversation Insights settings, such as whether Einstein Conversation Insights is enabled. Einstein Conversation Insights lets you analyze your rep's call recordings, and gives you the insights you need to optimize every call.

Parent Type and Manifest Access

This type extends the Metadata metadata type and inherits its fullName field.

In the package manifest, all the settings metadata types for the org are accessed using the “Settings” name. See Settings for more details.

File Suffix and Directory Location

ConversationalIntelligenceSettings values are stored in the ConversationalIntelligence.settings file in the settings folder.

Version

ConversationalIntelligenceSettings components are available in API version 49.0 and later.

Fields

Field Name Description
enableCallCoaching
Field Type
boolean
Description
Indicates whether Einstein Conversation Insights is enabled (true) or not (false). The default value is false. Available in API version 49.0 and later.
enableCallCoachingZoom
Field Type
boolean
Description
Indicates whether Zoom video calls are enabled for Einstein Conversation Insights (true) or not (false). The default value is false. Available in API version 51.0 and later.
enableCallExplorer
Field Type
boolean
Description
Indicates whether Call Explorer is enabled (true) or not (false). The default value is false. Available in API version 60.0 and later.
enableCallSummarization
Field Type
boolean
Description
Indicates whether Call Summary is enabled (true) or not (false). The default value is false. Available in API version 59.0 and later.
enableConversationMining
Field Type
boolean
Description
Indicates whether Einstein Conversation Mining is enabled (true) or not (false). The default value is false. Available in API version 61.0 and later.
enableDiarizationPref
Field Type
boolean
Description
Indicates whether optimal speaker separation is enabled (true) or not (false). The default value is false. Available in API version 58.0 and later.
Optimal speaker separation lets Einstein Conversation Insights use acoustic features of speaker voices to separate an audio stream into separate segments.
enableECIOOTBFlows
Field Type
boolean
Description
Indicates whether the out-of-the-box (OOTB) flow templates for Einstein Conversation Insights are enabled (true) or not (false). The default value is false. Available in API version 65.0 and later.
These flow templates provide examples of how to use ECI-generated transcripts and insights for common actions, such as drafting follow-up emails or creating next steps.
enableGenerativeConvInsights
Field Type
boolean
Description
Indicates whether Generative Conversation Insights is enabled (true) or not (false). The default value is false. Available in API version 61.0 and later.
enableManualUpload
Field Type
boolean
Description
Indicates whether Video Call Upload is enabled (true) or not (false). The default value is false. Available in API version 62.0 and later.
Reserved for future use.
enableOpptyMatching
Field Type
boolean
Description
Indicates whether voice and video calls are related to opportunities automatically (true) or not (false). The default value is false. Available in API version 53.0 and later.
enableRealtimeInsights
Field Type
boolean
Description
Indicates whether Realtime Insights is enabled (true) or not (false). The default value is false. Available in API version 62.0 and later.
enableUnifiedActivities
Field Type
boolean
Description
Indicates whether Activity 360 Reporting is enabled (true) or not (false). The default value is false. Available in API version 58.0 and later.

Declarative Metadata Sample Definition

The following is an example of a ConversationalIntelligenceSettings component.

1<?xml version="1.0" encoding="UTF-8"?>
2<ConversationalIntelligenceSettings xmlns="http://soap.sforce.com/2006/04/metadata">
3	<enableCallCoaching>true</enableCallCoaching>
4</ConversationalIntelligenceSettings>

The following is an example package.xml that references the previous definition.

1<?xml version="1.0" encoding="UTF-8"?>
2<Package xmlns="http://soap.sforce.com/2006/04/metadata">
3	<types>
4		<members>ConversationalIntelligence</members>
5		<name>Settings</name>
6	</types>
7	<version>49.0</version>
8</Package>

Wildcard Support in the Manifest File

The wildcard character * (asterisk) in the package.xml manifest file doesn’t apply to metadata types for feature settings. The wildcard applies only when retrieving all settings, not for an individual setting. For details, see Settings. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.