Salesforce introduces Einstein Copilot to drive enterprise AI adoption
Salesforce is releasing Einstein Copilot, the conversational AI assistant for CRM, as well as introducing new capabilities designed to enhance seller productivity and scale adoption of generative AI.
According to the company, unique to Einstein Copilot, are Copilot Actions—pre-programmed capabilities that enable Einstein Copilot to not only answer questions using business data but also string together workflows to get things done on behalf of users.
Salesforce is increasing its library of actions with new capabilities where sellers can benefit from conversational AI directly in Sales Cloud.
Instead of navigating to a bespoke AI tool disconnected from their CRM, sales reps can simply open Einstein Copilot and ask for a personalized close plan, insights on why an opportunity may not close in the month or check if pricing was discussed on a recent call—which means more time focused on the customer and less time sifting through data and screens, according to the company.
Einstein Copilot includes a reasoning engine that can interpret user requests and dynamically automate tasks from a library of actions, ensuring every new action expands the breadth of use cases it can support—and it does so without the need to train or fine-tune a large language model (LLM).
Einstein Copilot stands out from other AI assistants and chat solutions because it is a unified conversational AI assistant built on the Einstein 1 Platform, grounded in company-specific data stored within Data Cloud, and connected to Salesforce metadata—the data that describes a customer’s unique business configurations.
Salesforce is investing in a deep library of persona- and industry-specific actions that expand the range of tasks Einstein Copilot can perform.
“As we continue the rapid pace of innovation, this is an exciting step forward in conversational AI for enterprises,” said Adam Evans, SVP product, Salesforce AI Platform. “With this release, every organization can now deploy a trusted AI assistant grounded in their unique business data and metadata that can assist users with a multitude of actions, automating complex processes and improving productivity.”
Einstein Copilot Sales actions, Service actions, and Copilot Analytics are generally available now.
For more information about this news, visit www.salesforce.com.