Explore Conversation Actions | Actions Developer Guide

This action is available in API version 60.0 and later.

On invocation, this action takes a natural language question about a voice or video call and uses an LLM to return an answer in rich text based on the call transcript.

Typical use cases include:

Answering questions about call sentiment
Determining whether a deal is likely to close based on a call transcript
Identifying customer blockers or challenges in a call

The user calling the action must have the Einstein Sales Call Explorer permission set and Read access to the voice or video call. This action does not respect flows that try to override this privilege, so flows in the system context still need to use a user with Read access to the call.

Supported REST HTTP Methods

URI: /services/data/vXX.X/actions/standard/exploreConversation
Formats: JSON, XML
HTTP Methods: GET, HEAD, POST
Authentication: Authorization: Bearer token

Inputs

Input	Details
recordId	Type string Description Required. The ID of the related voice or video call record to answer a question for.
question	Type string Description Required. The question asked about the voice or video call.
promptVersion	Type string Description The prompt used when answering a voice or video call.

Outputs

Input	Details
answer	Type string Description The answer to the call question in rich text format.
type	Type string Description The format of the answer, such as rich text.
responseId	Type string Description The response ID from the LLM, used for gathering feedback data.
requestId	Type string Description The request ID from the LLM, used for gathering feedback data.

Usage

Sample Input

1{
2  "inputs": [{
3      "recordId":"0LQSG000000gNTF4A2",
4      "question":"What is the call about?"
5  }]
6}

Sample Output

1[
2  {
3    "actionName":"exploreConversation",
4    "errors":null,
5    "invocationId":null,
6    "isSuccess":true,
7    "outcome":null,
8    "outputValues":{
9 "answer":"The call is about discussing the next steps for moving forward with an intermediate subscription for 25 user licenses. The salesperson, Sam Rhodes, is trying to coordinate with Jon Amos and Dale to finalize the purchase, considering the possibility of upgrading to an Advanced subscription if the budget allows.",
10"requestId":"chatcmpl-BCxbhgFVv2CwHZVsAHYYX1PHfNwRc",
11"type":"richtext",
12"responseId":"dee515cc-4493-4bfe-a3ec-be07d993f020"
13    }
14  "sortOrder":-1,
15  "version":1
16  }
17]

For more information about this action, see Flow Core Actions: Explore Conversation and Explore Conversation Invocable Action in Salesforce Help.