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Launch of Einstein Co-pilot
Jul 2, 2024
Lecture: Launch of Einstein Co-pilot
Introduction
Speaker
: Clara Shai, CEO of Salesforce AI
Topic
: Launch of Einstein Co-pilot, a new conversational AI assistant for CRM
Purpose
: Enhance employee productivity and improve customer interactions
Background
Generative AI integrated into Salesforce applications last year:
Summarizing sales accounts and opportunities
Generating service replies
Creating product descriptions
Marketing segments
Objective: A new way to connect with customers
Current Status: Einstein Co-pilot in public beta
Features of Einstein Co-pilot
Conversational AI assistant
integrated into all Salesforce applications
Increases user productivity
Unique Aspects
:
Universal Co-pilot
: Works across all Salesforce apps and data, CRM-focused
Conversational
: Interacts like a co-worker
Data Grounded
: Leverages existing customer data and workflows
Technical Foundation
Built on the
Einstein 1 platform
Unified by metadata
Connects and unlocks enterprise data
Can be activated across various business functions (sales, service, marketing, commerce, development)
Trust and Security
: Core value for Salesforce
Data privacy: Data isn’t the product
Einstein Trust Layer
: Prevents data leakage, ensures data control
Productivity Enhancements
Facilitates faster work completion
Single co-pilot experience across multiple domains:
Sales
Service
Marketing
Commerce
Out-of-the-box actions: Update, query, and summarize with simple prompts
Customization: Prompt Builder
Availability
: Generally available today
Functionality
:
Low code tool for creating, testing, deploying AI prompts
Grounds prompts in customer data
References any data in Salesforce (including custom objects and fields)
Includes data from Data Cloud
Use Cases
:
Service reply prompts
Sales prospecting lists
Integration
: Leverages trusted data for accurate responses
Client Successes
:
Turtle Bay Resort: Streamlined service replies, efficient service department
Baka Systems: Time-saving generative AI experiences, secure data handling
Getting Started
Turnkey prompts available (e.g., service replies, sales prospecting emails)
Prompt Builder for customization
Einstein Co-pilot for conversational experience
Action Item
Link provided to get started with the tools.
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Full transcript