---
title: "Enable Conversational Intelligence Tool"
slug: "enable-conversational-intelligence-tool"
description: "Enable Conversational Intelligence Tool. Fullcast Revenue Intelligence — fka Ebsta Knowledge Base."
updated: 2026-02-05T17:03:01Z
published: 2026-02-06T21:51:40Z
canonical: "support.fullcast.com/enable-conversational-intelligence-tool"
stale: true
---
> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Enable Conversational Intelligence Tool
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**Requirements:** Connection of Zoom account needs to be completed by a user with **Zoom Admin** rights.
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This article covers:
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## Connection of Zoom Account
1. Open up the Ebsta Console by clicking on the following link:
[https://console.ebsta.com](https://console.ebsta.com)
2. Select to sign in with your Salesforce or HubSpot account.
3. Click **Settings** in the top right-hand corner and select **Integrations.**
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4. Click **Connect** under Zoom
5. Click **Allow**.
6. Once connected Ebsta will display a green connected icon.
---
## Configuration
1. Only Cloud recordings from Zoom are processed. We recommend enabling auto-recording. Refer to this article from Zoom to learn more about [auto-recording.](https://support.zoom.us/hc/en-us/articles/202921119-Enabling-automatic-recording)
2. Ebsta will only process recordings if the 'host' is an Ebsta user.
3. To receive an audio transcript of the recording, please check **Create audio transcript** in your Zoom Settings.
4. If you want a screen recording of participants, please check **Record active speaker with shared screen** in your Zoom Settings.
---
## Using Conversational Intelligence
Access **Conversational AI** from the main navigation bar in [Ebsta's Console](https://console.ebsta.com)
Ebsta displays a list of recordings in date order starting with the most recent. By default, Ebsta displays recordings from the last 30 days. You can use the filter to adjust this. You can also filter calls by host and Account.
Below the filters, Ebsta displays a **trend chart** that is closely integrated with our our upcoming CI topic tracking release. This chart will enable users to visualise and understand data over time. Users can effortlessly track the evolution of key discussions – whether it's monitoring the buzz around a new product launch or gauging how often competitors come up in client conversations.
Underneath the trend chart, Ebsta displays the list of recordings. The recording name (taken from Meeting name), date of recording, duration and information about participants are displayed. To view the recording click on any of the information in the row.
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## Key Conversational Intelligence Features
**Call Summary and Key Moments**
Save Time with instant **Call** **Summaries**. Powered by AI, our call summaries can be personalized to your organization's needs. All AI prompts, including this one, are fully customizable.
You can set up a channel to receive automated call summaries in Slack. Please refer to this article:
[Set up Conversional Intelligence Summaries in Slack](/revenue-intelligence/docs/set-up-conversional-intelligence-summaries-in-slack)
**Key moments** offer call Insights at a Glance. Revolutionize your call analysis by instantly navigating to the crucial call highlights - be it customer concerns, competitor mentions, budget discussions, or expressions of interest. You can create new or customise current key moments to fit your specific business needs.
If you wish to view the call transcript, click the transcript button on the right hand menu.
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**Topic Tracker**
**Topic Tracker** empowers revenue leaders to delve deep into the content of customer calls by showcasing the frequency of key spoken keywords. It equips managers with the ability to swiftly identify both opportunities and potential risks within deals, enhance coaching strategies and the accuracy of forecasts.
Click the **Topic** button to view discussed topics by clients (**Topics Heard** tab) and by our team (**Topics** **Spoken** tab). Clicking on any keyword instantly takes you to the relevant conversation segment.
***Notes:*** the Topics Heard and Spoken tabs are exclusive features for Zoom users. Microsoft Teams users will have a combined tab which collates all keywords for a comprehensive view.
An Admin user needs to set up a list of Topics for this feature to be activated. Follow the steps in this article:
[Set up Topic Tracking](/revenue-intelligence/docs/set-up-topic-tracking-for-conversational-intelligence)
Topic Tracker also allows users to set up **Alerts** for any specific topics that get mentioned during calls. To set up alerts, users can follow steps in this article:
[Set up Topic Tracking Alerts](/revenue-intelligence/docs/set-up-topic-tracking-alerts)
**Automatic qualification capture**
Save time and enhance CRM accuracy with auto-captured qualification updates. We support any Sales Mythology (MEDDPICC, BANT, SPIN etc). Click the clipboard button to access sales qualification and review and then action the suggested updates.
**Ebsta Bot**
Ebsta bot, your AI copilot. Get on demand insights and improve your efficiency, draft follow-up Emails and much more in seconds.
**Call Sharing**
To share a call, click the **Share** button. You have the option to share the call via Slack* or externally using a link.
If you select the external option, Ebsta will allow you to hide the CalI Summary and Key Moments information using the toggle button.
* You need to enable Slack integration to be able to call share via Slack. Please refer to this article:
[Enable Slack Integration](/revenue-intelligence/docs/enable-slack-integration-using-slack-from-ebsta)
**Call Snippets**
Instead of sharing an entire call, Ebsta allows you to create a call snippet which can be shared internally and externally.
To create a call snippet, click the **Snippet** button.
**Note:** Upon clicking this button you'll notice that the Share button becomes inactive. It will stay inactive until you have selected a start and end timestamp for your snippet.
Either use the time slider to set the start and end timestamps for the snippet or manually input the start and end times into the pop up.
When you are happy with your snippet, select to share either internally or externally.
It will take a few moments to generate the snippet so you will see this loading screen whilst the snippet is being prepared.
If sharing externally only the call snippet and the associated transcript will be available to recipients to view. If sharing the call snippet internally, the recipient will be able to view the call snippet and associated transcript and if required, create a new snippet from the video.
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## Removing Ebsta for Zoom
You can remove the Ebsta for Zoom integration at any time. This process will remove the connection to Zoom and no more data will be processed. All data will be removed 60 days following contract cessation or earlier by request to [support@ebsta.com](mailto:support@ebsta.com)
1, Log into the Ebsta Console:
[https://console.ebsta.com](https://console.ebsta.com)
2. Click on [https://console.ebsta.com/zoom/deauth](https://console.ebsta.com/zoom/deauth) to remove the token
3. Login to your Zoom Account and navigate to the **Zoom App Marketplace**.
4. Click **Manage** > **Added Apps** or search for the "**Ebsta for Zoom Admin Connect**" app.
5. Click the "**Ebsta for Zoom Admin Connect**" app.
6. Click **Remove**.
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## How to delete a Recording
## Overview
This article provides guidance on how platform administrators can delete recorded calls within Ebsta’s Call Intelligence platform. It outlines who has the ability to delete call records, the implications of deletion, and important considerations based on call source, including Zoom and Team calls.
## Prerequisites
**Admin Role Required:** Only users with the Admin role can delete call records in the Call Intelligence platform.
## How to Delete a Recorded Call
**1. Access Call Details**: Navigate to the specific call you wish to delete within the Call Intelligence platform.
**2. Initiate Deletion**:
- Select the vertical kebab menu (three dots) on the call detail page.
- From the dropdown, click **Delete Recording**.
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**3. Confirm Deletion**:
- A confirmation prompt will appear stating, "Are you sure you want to delete this call? This action will remove the call record, transcript, and associated analytics data permanently."
- Choose **Cancel** to abort or select the red **Delete Recording** button to proceed.
**4. Completion**:
- Upon successful deletion, a message will display confirming that the call has been deleted.
## Important Considerations
- **Permanent Deletion**: Once deleted, calls cannot be reinstated in the Call Intelligence platform.
- **Zoom and Teams Cloud Storage**: Recordings stored in external cloud storage, such as native Zoom or Microsoft Teams cloud storage, will not be affected by deletion within Ebsta. These recordings remain accessible based on your Zoom or Teams retention settings. Please check your account settings in Zoom or Teams to confirm how long recordings are retained.
## Audit Trail
For transparency and tracking, an audit log of all deleted calls is maintained. Each log entry records the admin user who deleted the call, the timestamp, and details of the call that was deleted.
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## Additional Information
**Analytics and Data Removal**: All analytics data associated with a deleted call will be removed from reports and call metrics, effective either immediately or upon the next scheduled processing run. This impacts areas such as the call list page, positive/negative factors, and the activity timeline.
For further assistance or to clarify any aspects of this feature, please contact our support team.