A sales rep at Universal Containers is extremely busy and sometimes will have very long sales calls on voice and video calls and might miss key details. They are just starting to adopt new generative AI
features.
Which Einstein Generative AI feature should an AI Specialist recommend to help the rep get the details they might have missed during a conversation?
For a sales rep who may miss key details during long sales calls, the AI Specialist should recommend the Call Summary feature. Call Summary uses Einstein Generative AI to automatically generate a concise summary of important points discussed during the call, helping the rep quickly review the key information they might have missed.
Call Explorer is designed for manually searching through call data but doesn't summarize.
Sales Summary is focused more on summarizing overall sales activity, not call-specific content.
For more details, refer to Salesforce's Call Summary documentation on how AI-generated summaries can improve sales rep productivity.
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