A product screenshot of Agentforce. A video call is in the center, with the AI summarizing a sales opportunity.

Conversation Intelligence

Get insights from every conversation. Automatically capture and analyze calls, emails, and meetings with AI. Surface key signals like risks, objections, and next steps — so your team can take action faster. Fuel Agentforce with conversation insights to deliver personalized, timely follow-ups directly in Salesforce and Slack — activating conversation data wherever your sellers work.

Uncover deal signals from every conversation.

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 analyzed 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.

Spot patterns across every deal. AI analyzes conversations to surface key topics — like objections, pricing, and competitors — across your pipeline. Instantly see trends, risks, and impacted opportunities to refine strategy and close deals.

A dashboard displays various sales data including conversations and opportunity value.
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.
A dashboard displays various sales data including conversations and opportunity value.

Move deals forward with insights.

Get up to speed fast with AI-generated call summaries that automatically analyze 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 contectual 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 contectual 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. Analyze 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 personalized guidance and early warnings — based on real conversation data — to keep deals moving. Surface next-best actions and flag risks like 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.

Guide managers with actionable insights to coach their sales teams more effectively — grounded in real call data. Analyze performance against best practices and highlight what top reps do differently with Agentforce, so teams get targeted guidance that drives results.

A screenshot illustrates conversation data sources and an Agentforce pitch practice module.
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.
A screenshot illustrates conversation data sources and an Agentforce pitch practice module.

Activate conversation data across Salesforce.

Get call recaps where reps work — right in Slack. Highlight key moments, risks, next steps in your Slack channels after every call with Agentforce. Stop digging through transcripts or switching tools — 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 — 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 summarizing a client call.

Understand why deals are won or lost — right on the opportunity. Analyze every deal conversation and surface driver like pricing, competition, or lost momentum with AI. Quickly see what worked in win and what went wrong in losses — no transcript digging required.

A UI shows a "Closed-Lost" sales opportunity. An Agentforce chat explains the deal was lost due to pricing.
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 summarizing a client call.
A UI shows a "Closed-Lost" sales opportunity. An Agentforce chat explains the deal was lost due to pricing.
Dain Rasmussen

Conversation Insights has been invaluable when it comes to digital coaching and reinforcing best practices for our sales team. The ability to share what messaging is most effective across our remote workforce has made all the difference in this hybrid world.

Dain Rasmussen
SVP, Sales, Inspirato

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 AppExchange. Check them out today.

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Conversation Insights FAQ

Conversational intelligence software offers the ability to see insights and trends surfaced from voice and video calls. Calls are recorded and analyzed for mentions of specific keywords and phrases.

No, Conversation Insights does not record calls. Rather, it is an AI feature that processes audio recordings and surfaces insights.

NLP is AI that recognizes language and its many usage and grammar rules by finding patterns within large datasets.