Einstein Copilot: Conversational AI for Your CRM | Salesforce Product Launch
Science & Technology
Introduction
We're thrilled to announce the launch of Einstein Copilot, your new conversational AI assistant designed specifically for CRM. I'm Clara Shai, CEO of Salesforce AI, and I want to share how our new prompt builder, integrated into Einstein Copilot, can significantly boost employee productivity while impressing your customers.
Over the past year, we've integrated generative AI across every Salesforce application—from summarizing sales accounts and opportunities to generating service replies and crafting product descriptions and marketing segments. But we're not stopping there! We're introducing a revolutionary method for you to engage with your customers through Einstein Copilot, which we initially previewed at Dreamforce.
Today, I'm delighted to announce that Einstein Copilot is now in public beta, available for you to experience the full power of generative AI conversationally in the flow of your work. Einstein Copilot is embedded in all Salesforce applications, reshaping how users engage with and experience Salesforce. Every user can now harness AI's capabilities directly within their work environment, leading to enhanced productivity.
What sets Einstein Copilot apart from other generative AI solutions? There are three key differentiators:
- Unified Co-pilot Experience: One co-pilot across all Salesforce applications and data, specifically focused on CRM.
- Conversational Interface: Communicate with the AI as you would with a co-worker, making interactions more intuitive.
- Data-Driven: Einstein Copilot is automatically grounded in your existing customer data and workflows within Salesforce.
Einstein Copilot operates on the Einstein 1 platform, which facilitates rapid transformation with AI and data. This platform is unified by metadata that allows secure connections and unlocking of data throughout your organization. This data can be activated across crucial business functions, including sales, service, marketing, commerce, and development.
As always, we prioritize trust; it's our company's cornerstone. 25 years ago, we transitioned your operations to the cloud with the assurance that your data is not our product, and we've carried this philosophy into our AI solutions. This commitment is why every Salesforce AI product builds on the Einstein Trust Layer, safeguarding your data from leaking into large language models and ensuring you maintain full control over your most critical asset—your data.
Now, employees can accomplish tasks more quickly with a collective co-pilot experience encompassing sales, service, marketing, and commerce, featuring out-of-the-box actions for updating, querying, and summarizing data—all by just asking.
Additionally, many of you have expressed the desire to control which generative AI use cases are activated for your organization and where employees from various departments can leverage AI within applications. We heard you, and now you can do just that with Prompt Builder.
Launched today, Prompt Builder is a low-code tool that enables any Salesforce admin or developer to create, test, and deploy AI prompts grounded in your customer data. In Prompt Builder, you can reference any data across your Salesforce instance, including custom objects and fields, and even data from Data Cloud. With just a few clicks, you can integrate generative AI into every facet of your business.
For example, a service reply prompt for an automotive company might utilize telemetry data about a customer's car battery, while a sales prospecting email prompt should ideally draw from your website engagement data. The secret to AI's success lies in trusted data; because all our AI is built on Einstein 1, it's seamlessly connected with Data Cloud, allowing you to leverage your entire organization's data—from engagement data to mobile app telemetry—to provide the most meaningful and accurate responses.
Customers are already witnessing fantastic results with Einstein Copilot and Prompt Builder. For example, at Turtle Bay Resort, service employees can swiftly respond to guest inquiries and recommend resort activities, enhancing efficiency by freeing up their time for more meaningful guest interactions. Baka Systems has also harnessed Prompt Builder to create secure generative AI experiences that save their sales team invaluable time while ensuring all customer data remains protected.
To get started, use our turnkey prompts for service replies and sales prospecting emails to familiarize yourself with how these solutions work. Once you're comfortable, activate Prompt Builder to customize these prompts to reflect your company's voice and policies. When you're ready, enable Einstein Copilot for the most powerful open-ended conversational experience. Click the link on your screen to begin your journey today!
Keyword
- Einstein Copilot
- Conversational AI
- CRM
- Salesforce applications
- Generative AI
- Productivity
- Data security
- Prompt Builder
- Einstein 1 platform
- Customer engagement
FAQ
Q: What is Einstein Copilot?
A: Einstein Copilot is a conversational AI assistant integrated into Salesforce applications that enhances user productivity and customer engagement.
Q: How does Einstein Copilot differ from other AI solutions?
A: It offers a unified experience across Salesforce applications, a conversational interface, and is grounded in existing customer data from Salesforce.
Q: What is Prompt Builder?
A: Prompt Builder is a low-code tool that allows Salesforce admins and developers to create, test, and deploy AI prompts using customer data from Salesforce.
Q: How can my organization benefit from Einstein Copilot?
A: Organizations can streamline workflows, improve response times, and enhance customer experiences through AI-driven insights and automation.
Q: What data can be referenced in Prompt Builder?
A: You can reference any data in your Salesforce instance, including custom objects and fields, as well as data from Data Cloud.
