Conversation Insights: Sharing & governance

Updated 

Permissions

Governance for the feature is supported at two levels:

  1. Module-level permissions: Control access to the Conversation Insights feature

  2. Report-level permissions: Control access to an individual Conversation Insights report

Module-level permissions

  • View: Ability to access the launchpad entry and enter record manager

  • Create: Ability to create new reports

Note: Launchpad entry for Conversation Insights will not be visible if no permissions are granted.