Winter '27 turns meeting transcripts into concrete follow-up work. Once a transcript is available, the Salesforce mobile app surfaces AI-generated suggested next steps.
Where
On the event record in the Salesforce mobile app, for customers using Einstein Conversation Insights.
How
The mobile app displays a meeting summary, key decisions, and contextual next steps directly on the event record. Reps can review follow-up recommendations such as sending requested materials, updating an opportunity, or scheduling another meeting.
Why
The gap between a good meeting and the follow-through is where deals stall. Having the follow-up list generated from the actual conversation removes the reconstruct-from-memory step and gets commitments actioned faster.