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:
    1. Universal Co-pilot: Works across all Salesforce apps and data, CRM-focused
    2. Conversational: Interacts like a co-worker
    3. 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.