Einstein copilot, building a new generation of ai-powered applications
Posted: Tue Jan 21, 2025 9:07 am
Unlike other AI assistants or copilots that lack access to adequate business data to generate useful and relevant responses, Einstein Copilot enables Salesforce users to generate responses using their own private and trusted data, while maintaining strict data governance and without requiring expensive AI model training.
Einstein Copilot can perform tasks such as: answering questions, summarizing content, creating new content, interpreting complex conversations, and dynamically automating tasks on behalf of a user, all from a single, consistent user experience, integrated directly into the applications of the world's #1 CRM, Salesforce.
Why is Einstein Copilot relevant?
According to recent studies, 86% of IT executives believe uk whatsapp lead generative AI will have a significant impact on their companies, and according to new research from Slack, the use of AI in the workplace accelerated by 24% in the last quarter alone. Additionally, 80% of employees who use AI in their daily work say it is already improving their productivity. This growing adoption of AI indicates that it is becoming a crucial tool for performing practical business tasks at all levels of the organization.
How Copilot works
Einstein Copilot integrates with all Salesforce clouds, customizing and training AI assistants.
How does Salesforce Copilot work?
Einstein Copilot integrates with all Salesforce clouds, allowing companies to customize and train AI assistants with specific instructions and skills to carry out tasks in the different operational areas of the organization: sales, services, marketing, commerce and information technology.
Einstein Copilot enables users to, among other things, interact with an AI assistant through natural language , make queries, receive relevant and reliable answers based on secure company data, and receive proactive recommendations, which will allow them to carry out additional actions beyond the initial consultation.
Additionally, Einstein Copilot provides businesses with the ability to build a new generation of AI-powered applications , low-code or no-code , with personalized prompts, skills, and AI models to power tasks such as: closing sales deals faster, optimizing customer service, creating websites based on personalized browsing history, among other functionalities.
Here is a list of the main features that Einstein Copilot makes available to Salesforce users:
Prompts powered by Data Cloud : Einstein Copilot bases its responses on trusted business data from the Data Cloud, to provide the context needed to drive the highest quality results. This enables Einstein Copilot to generate more accurate and personalized responses based on trusted business data.
Prompt Builder
The Prompt Builder allows you to enable custom prompts in your workflow.
Out-of-the-box capabilities : Einstein Copilot comes with a library of ready-to-use actions (pre-programmed capabilities, automated responses, or business tasks performed by Einstein Copilot) that the AI can perform for the user when requested. Actions can be combined to execute dynamic, multi-step plans. For example, a customer service agent can ask Einstein Copilot to close a case and open a sales opportunity, sell an add-on, etc., and Einstein Copilot will understand the user’s intent and be able to execute the task (or set of tasks) in the service flow. With Einstein Copilot, there are no silos between applications or data.
Customizing Copilot to meet specific business needs : As we saw above, Einstein Copilot can be customized to perform specific sales, service, marketing, commerce, and IT tasks, ensuring that your particular company and industry policies are applied.
-Copilot Builder lets you create custom actions for Einstein Copilot. -Prompt Builder triggers custom prompts in your workflow. -Model Builder uses Salesforce's proprietary AI models to power custom Einstein Copilot functionality.
Einstein Copilot can perform tasks such as: answering questions, summarizing content, creating new content, interpreting complex conversations, and dynamically automating tasks on behalf of a user, all from a single, consistent user experience, integrated directly into the applications of the world's #1 CRM, Salesforce.
Why is Einstein Copilot relevant?
According to recent studies, 86% of IT executives believe uk whatsapp lead generative AI will have a significant impact on their companies, and according to new research from Slack, the use of AI in the workplace accelerated by 24% in the last quarter alone. Additionally, 80% of employees who use AI in their daily work say it is already improving their productivity. This growing adoption of AI indicates that it is becoming a crucial tool for performing practical business tasks at all levels of the organization.
How Copilot works
Einstein Copilot integrates with all Salesforce clouds, customizing and training AI assistants.
How does Salesforce Copilot work?
Einstein Copilot integrates with all Salesforce clouds, allowing companies to customize and train AI assistants with specific instructions and skills to carry out tasks in the different operational areas of the organization: sales, services, marketing, commerce and information technology.
Einstein Copilot enables users to, among other things, interact with an AI assistant through natural language , make queries, receive relevant and reliable answers based on secure company data, and receive proactive recommendations, which will allow them to carry out additional actions beyond the initial consultation.
Additionally, Einstein Copilot provides businesses with the ability to build a new generation of AI-powered applications , low-code or no-code , with personalized prompts, skills, and AI models to power tasks such as: closing sales deals faster, optimizing customer service, creating websites based on personalized browsing history, among other functionalities.
Here is a list of the main features that Einstein Copilot makes available to Salesforce users:
Prompts powered by Data Cloud : Einstein Copilot bases its responses on trusted business data from the Data Cloud, to provide the context needed to drive the highest quality results. This enables Einstein Copilot to generate more accurate and personalized responses based on trusted business data.
Prompt Builder
The Prompt Builder allows you to enable custom prompts in your workflow.
Out-of-the-box capabilities : Einstein Copilot comes with a library of ready-to-use actions (pre-programmed capabilities, automated responses, or business tasks performed by Einstein Copilot) that the AI can perform for the user when requested. Actions can be combined to execute dynamic, multi-step plans. For example, a customer service agent can ask Einstein Copilot to close a case and open a sales opportunity, sell an add-on, etc., and Einstein Copilot will understand the user’s intent and be able to execute the task (or set of tasks) in the service flow. With Einstein Copilot, there are no silos between applications or data.
Customizing Copilot to meet specific business needs : As we saw above, Einstein Copilot can be customized to perform specific sales, service, marketing, commerce, and IT tasks, ensuring that your particular company and industry policies are applied.
-Copilot Builder lets you create custom actions for Einstein Copilot. -Prompt Builder triggers custom prompts in your workflow. -Model Builder uses Salesforce's proprietary AI models to power custom Einstein Copilot functionality.