How do I view Conversation Insights for a Deal?

Follow these steps to view Conversational Insights:

1. Log in to the CRM.
2. Click main Menu.
3. Go to Sales.
4. Go to Pipeline Management > Deals. The Deals page opens. 
5. Click on a Deal record. The Summary View of the record opens. 
6. Click on the Conversational Insights in One View. The Conversational Insights of the record opens. 
7. View the following details on the Conversational Insights page:
   1. Competitors - Displays the number of competitors mentioned by the customer during interactions.
   2. Sentiments - Categorizes interactions as Positive, Neutral, or Negative based on sentiment analysis.
   3. Deal Score - Graphically represents the overall score of the Deal.
   4. Predicted Close Date - Provides an estimated Deal closure date based on AI analysis.
   5. Conversation Timeline - Shows all deal-related interactions in the order in which they happened across various communication channels.
      1. By Channels
      2. By Category 
      3. By Sentiment
   6. Customer Engagements – Displays all customer-initiated conversations across multiple channels when the toggle is enabled, including emails, chats, and other interactions. 
   7. Touchpoint Summary - Summarizes customer interactions across multiple channels, highlighting engagement from influencers and decision-makers.