Actions Developer Guide
jGet 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 | Type | Description |
|---|---|---|
| recordId | string | Required. The ID of the related voice or video call record to answer a question for. |
Outputs
| Output | Type | Description |
|---|---|---|
| conversationInsights | Apex collection | The list of insights related to the content of the call as a whole, such as generative conversation insights. |
| conversationIntelligence | Apex | Other intelligence information related to the call, including a summary of the call if one was generated. |
| momentInsights | Apex collection | The list of insights related to conversation moments, such as pricing insights or mentions of relevant keywords about products or competitors. The list is empty if no insights are found. |
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 }
31 ]
32}For more information about this action, see Flow Core Actions: Get Conversation Intelligence and Get Conversation Intelligence Invocable Action in Salesforce Help.