Salesforce Launches Next-Gen Conversational AI “Einstein Copilot”

San Francisco. September 12, 2023. Backed by Einstein Trust Layer, Salesforce has introduced the new geneverative-AI powered conversational assistant, Einstein Copilot, in Dreamforce 2023.

To Manage the easy customization flow for Einstein Copilot, Salesforce got Einstein Copilot Studio for businesses, giving them an effective tool to enhance productivity, skyrocket revenue, and deliver personalized experiences.

Are you curious about the capabilities of Salesforce’s latest innovation? Let’s explore together.

Einstein Copilot: A Next-Gen of Conversational AI Assistant from Salesforce

Salesforce is again back with another out-of-the-box Einstein product, Einstein Copilot, which is claimed to be a conversational assistant built with artificial intelligence to enhance every user experience in every Salesforce application.

Einstein Copilot assists users in maintaining their flow of work smooth and convenient by allowing them to ask questions in natural language and get reliable and relevant answers, securely complying with the business data stored in the Salesforce Data Cloud.

Einstein Copilot relies on many data sources, including customer data, enterprise content, telemetry data, Slack conversations, and various structured and unstructured data types. This diverse data pool enables Einstein Copilot to make wise and precise decisions.

Copilot empowers users with extra features to take actions beyond users’ queries, like drafting knowledge articles based on customer interaction and suggesting a new action plan once you drop your sales call to guide you in closing the deal faster.

Einstein Copilot for Various Business Tasks

Using natural language prompts, Einstein Copilot will complete any of the following tasks and more:

• Sales: Automate account research, meeting prep, and Salesforce updates. Summarize video calls, extract insights, and draft sales emails.
• Service: Access real-time data for better customer service. Simplify issues and guide agents across channels.
• Marketing: Auto-generate email copy, enhance segmentation, create personalized web pages, and automate surveys.
• Commerce: Build digital storefronts, manage catalogs, generate product descriptions, and customize promotions.
• Developers: Convert natural language to code, get suggestions, and scan for vulnerabilities.
• Tableau: Explore data, create visualizations, automate tasks, and curate data efficiently.

The reality is every company will undergo an AI transformation to increase productivity, drive efficiency, and deliver incredible customer and employee experiences. With Einstein Copilot and Data Cloud, we’re making it easy to create powerful AI assistants and infuse trusted AI into the flow of work across every job, business, and industry. In this new world, everyone can now be an Einstein.

Marc Benioff, Chairman and CEO, Salesforce.

Meet Einstein Copilot Studio: A Solution for Powering AI Applications

Salesforce Einstein Copilot Studio is a simple and innovative solution for businesses to develop a new era of AI-powered applications. This platform allows you to create custom prompts, skills, and AI models, accelerate sales deal closures, optimize customer service, automatically generate personalized websites from browsing history, and even translate natural language prompts into code.

Furthermore, Einstein Copilot Studio offers the ability to configure and enable the integration of Einstein Copilot into various customer-facing channels such as websites, enabling real-time chat on platforms like Slack, WhatsApp, or SMS.

What you’d get with Einstein Copilot Studio?

Einstein Copilot Studio will include:

• Prompt Builder: Effortlessly craft AI prompts matching your brand style, even without technical expertise. For example, a marketer can request personalized discount messages based on customer data, and Einstein Copilot will generate tailored messages using the Einstein Trust Layer for simplicity.
• Skills Builder: Develop custom AI-driven actions for specific tasks. For example, create a “Competitor Analysis” skill that analyzes market data and sales figures, providing a comprehensive competitor overview. Sales reps can prompt Einstein Copilot for insights and talking points.
• Model Builder: Select AI models that fit your needs, whether from Salesforce or Salesforce partners. Fine-tune them in Data Cloud without data movement, improving Einstein Copilot’s accuracy for tailored content. Model Builder integrates with external AI platforms for flexibility.

Einstein Copilot and Einstein Copilot Studio operate within the secure framework of the Einstein Trust Layer, an integral part of Salesforce Generative AI. This architecture ensures the production of exceptional AI outcomes while respecting the information stored in customer data. It also maintains stringent company security standards and upholds data privacy.

How are Einstein Copilot and Trust Layer connected?

The Einstein Trust Layer is a fortress of security for all your AI needs, natively built over the Salesforce Platform. It’s rock-solid for enterprise-grade security, allowing teams to utilize the power of generative AI without compromising customer data’s sanctity. Instead, it empowers companies to leverage their trusted data to enhance AI responses.

Here is what connects the Einstein Trust Layer and Copilot:

• Integrated and Grounded: The Trust Layer becomes integral to every Einstein Copilot, firmly connecting generative prompts with reliable company data through a seamless integration with Salesforce Data Cloud.
• Zero-Data Retention and PII Protection: Rest assured, your data is never held hostage by third-party LLM providers. Plus, there’s a protective cloak over customer Personally Identifiable Information (PII), ensuring data privacy remains paramount.
• Toxicity Awareness and Compliance Vigilance: Think of it as an AI guardian that watches out for toxicity and brand risks. It’s finely tuned to “score” AI creations, guaranteeing that responses are both clever and safe. Moreover, every AI interaction is meticulously documented in a secure, monitored audit trail, giving you complete visibility and control over how your data is utilized.

Einstein Copilot: General Availability

• Currently, Einstein Copilot is in pilot and will be made available soon.
• Salesforce is planning to put Einstein Copilot Studio under pilot in Fall 2023.
• Businesses can start using enhancements introduced in the Einstein Trust Layer under Einstein Products in October 2023.

Final Take

As Dreamforce 2023 unfolds, it’s clear that we’re witnessing the birth of moments that will be cherished for years of Salesforce and AI history.

In his keynote, Marc Benioff, the visionary Co-Founder, Chairman, and CEO of Salesforce, declared, “Now, everyone is an Einstein – Data + AI + CRM + Trust.”

This is a defining moment where Salesforce is poised to make history by turning the dreams of every Salesforce user into reality at Salesforce Dreamforce 2023.

Stay connected to be in the loop with what’s coming next in Dreamforce 2023.