Agentforce Conversation Insights interface showing opportunity summary, call participants, and an AI-generated task recommendation.

Conversation Intelligence

Conversation Intelligence, powered by Momentum, captures every customer interaction — calls, emails, and meetings — and turns what was said into actionable insights in Salesforce, automatically. Surface key signals, keep CRM up to date without manual entry, and give Agentforce the real-time context it needs to take action — directly in Salesforce and Slack.

Get the conversation insights revenue teams need

Flag key moments in every conversation — competitor likes and dislikes, objections, pricing attitudes, and customer questions — without listening to the full call. Add custom keywords to track product launches or any mentions critical to closing.

A screen capture of a video call with two smiling participants. An interface shows insights about the conversation.

See what's happening in calls that impact your deals — objections, risks, pricing, and next steps — automatically analysed and displayed on the opportunity record. Jump straight to the right transcript snippet and take action without digging into every conversation.

A pipeline inspection window shows opportunity score, contextual competitor mentions, and a “close date pushed” alert.

See which reps are improving and who needs coaching. Track performance trends across active listening, value proposition, and objection handling. Compare reps side by side to find the gaps that matter most.

Agentforce Conversation Insights dashboard showing rep performance reporting metrics.
A screen capture of a video call with two smiling participants. An interface shows insights about the conversation.
A pipeline inspection window shows opportunity score, contextual competitor mentions, and a “close date pushed” alert.
Agentforce Conversation Insights dashboard showing rep performance reporting metrics.

Move deals forward with insights

Get up to speed fast with AI-generated call summaries that automatically analyse every conversation and highlight key moments — like objections, pricing, next steps, and decision-maker mentions. See what was discussed at a glance and jump straight to relevant transcript snippets.

A window shows a recorded call, call info, transcript snippet with contextual highlights, and tagged conversation insights.

Explore every conversation in detail. Search with natural language by asking things like “Which deals mentioned pricing?" or “Where did competitors come up?" and instantly surface key moments, risks, and pipeline trends — without digging through transcripts.

A window shows a recorded call, call info, Einstein insight tags, and answers a question with a timestamp of the call.

Get custom insights from every sales call — like customer sentiment, key takeaways, or a SWOT analysis — delivered right on the call record. Let sellers skip the transcript and instantly see key takeaways and top concerns with the exact context they need to move deals forward.

A video call display with customer and call summaries along with generative insights.
A window shows a recorded call, call info, transcript snippet with contextual highlights, and tagged conversation insights.
A window shows a recorded call, call info, Einstein insight tags, and answers a question with a timestamp of the call.
A video call display with customer and call summaries along with generative insights.

Power smarter agents

Empower reps to focus on selling while Agentforce uses conversation data to keep your opportunities up to date. Analyse calls, meetings, and notes to automatically update key fields — like next steps and deal stage — for real-time pipeline visibility.

A user interface shows available conversation data sources and opportunity details.

Give sellers personalised guidance and early warnings — based on real conversation data — to keep deals moving. Surface next-best actions and flag risks, such as stalled momentum or missing stakeholders, all delivered seamlessly in the flow of work.

A display of communication and data sources, as well as a conversation with Agentforce.

See exactly where reps excel and where they need coaching. Get an AI-driven analysis across discovery, objection handling, positioning, and more — so managers can skip the call reviews and get straight to the insights.

Agentforce Conversation Insights interface displaying AI-generated coaching summaries.
A user interface shows available conversation data sources and opportunity details.
A display of communication and data sources, as well as a conversation with Agentforce.
Agentforce Conversation Insights interface displaying AI-generated coaching summaries.

Activate conversation data across Salesforce

Get call recaps where reps work — right in Slack. Highlight key moments, risks, and next steps in your Slack channels after every call with Agentforce. Stop digging through transcripts or switching tools. Now reps stay informed, aligned, and ready to act within their daily workflow.

A UI shows a sales opportunity for “Acme, Inc." and a sales agent's alert about a competitor's lower price.

Make AI-generated emails actually worth sending — by grounding them in real conversations. Add the context generic follow-ups lack with call data, so reps can send timely, relevant messages with one click that are focused on what was said, what’s next, and what matters to the buyer.

A software UI showing an Agentforce chat with a list of next steps, and a draft email summarising a client call.

Catch deal risks, churn signals, and product feedback before it’s too late. Get the most important moments from every customer call clipped and waiting in Slack the second it ends.

Agentforce Conversation Insights interface showing coaching clips from sales calls.
A UI shows a sales opportunity for “Acme, Inc." and a sales agent's alert about a competitor's lower price.
A software UI showing an Agentforce chat with a list of next steps, and a draft email summarising a client call.
Agentforce Conversation Insights interface showing coaching clips from sales calls.

Hear about the impact of Conversation Intelligence from our customers

Jake Gertjan Hofwegen, VP Revenue Operations & Enablement at Contentful.

All this data was sitting in silos and it wasn’t coming together. Now I can start dreaming up things like automated metric scores and real-time objection handling delivered to my AE, right then and there.

Jake Gertjan Hofwegen
VP Revenue Operations & Enablement, Contentful

Get the most out of conversation intelligence software with partner apps and experts.

Accelerate revenue growth with thousands of pre-built and consultant offerings on AgentExchange. Check them out today.

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Conversation Insights FAQ

Conversation intelligence software automatically records and analyses customer conversations to help companies understand customer needs. It also helps sales managers coach their teams by showing what strategies work best and saves time by creating notes and summaries, letting sales teams focus on selling.

To choose the best conversation intelligence software, first, define your goals. Then, look for key features like accurate transcription, sentiment analysis, and real-time guidance. Ensure the software integrates with your CRM, is easy to use, and can scale with your business.

Conversation intelligence software provides automatic call summaries, key talking points, and suggests next steps, helping reps understand customer needs and close deals faster.

Yes, conversation intelligence is designed to integrate with most CRM systems, automatically logging call data and insights into customer records for a unified view of all interactions.

Sales leaders can use it to review specific moments in conversations and share highlights, providing a clear, data-driven way to offer feedback and improve skills.