A seller on her laptop reviews their daily activity feed, including an upcoming task and a meeting follow-up email.

Sales

Sales Meeting Support

Sellers need to follow up on prospect meetings quickly. Einstein Copilot provides all of the relevant context needed after meetings, including call summaries and next steps.

Watch Sales AI demos

In a chat window, a sales rep prompts Einstein Copilot with the words, "Was pricing agreed on on in the latest call with Acme, Inc?" Copilot provides a summary of a product demo video call.

Explore Conversation

Overview
Einstein Copilot provides a summary of specific parts of voice or video calls and generates data-driven suggested next steps.

Action Type
Prompt

Data Sources
CRM

How to Use the Action
Invoke the action with the words: “How price-sensitive was the customer?” or “Was pricing brought up in the call?”

Prerequisites:
Einstein Conversation Insights
Einstein for Sales

A product view of a Copilot-generated email with the subject "Your First Step Towards a Healthier Workspace." The email includes an invitation to meet and options for meeting times.

Send Meeting Request

Overview
Einstein Copilot can help users schedule a meeting by sending a meeting URL or their next three available times.

Action Type
Prompt

Data Sources
CRM

How to Use the Action
Prerequisite: Turn on Inbox Free Time Capability.

Invoke the action with the words: “Set up a meeting with John on July 10 2024 to discuss pricing” or "Schedule a meeting with my account ACME.”

A product view of an email generated by Einstein Copilot, with the subject "Followup on meeting with Travis Scott."

Email Meeting Follow-Up

Overview
Einstein Copilot can write meeting follow-up emails, grounded in CRM data and previous calls with the customer.

Action Type
Prompt

Data Sources
CRM

How to Use the Action
Invoke the action with one of these phrases:

“Draft a follow-up email for the meeting with [name].”
“Compose an email summarizing the call with [name].”
“Send a follow-up email to [account name] regarding the demo.”

Pre-Requisites:
Einstein Conversation Insights
Einstein for Sales

A chat window in which a sales rep prompts Einstein Copilot to create a new account, and then schedule a meeting with that customer.

Quick Create CRM Record

Overview
Einstein Copilot can understand natural language instructions to automatically create and update CRM records using the right information.

Action Type
Flow

Object Referenced
Any standard or custom object

Data Sources
CRM, Flow

How to Use the Action

Create an autolaunched Flow to create and assign an account, lead, or event.
Create an associated Copilot action to invoke each Flow with the required input of the name or company.
Invoke the action by typing:
“I just met with a new customer called [name].”
“Was introduced to [name], she could be interested in our products.”
“Create an event with [account name] for tomorrow called Project Launch.”

Disclaimer: For inspirational purpose only. Custom copilot actions require additional flow, prompt, and apex development. The Copilot product and development teams do not assume responsibility for the implementation, maintenance, or performance of custom actions. It is recommended that users engage qualified developers or consultants to ensure optimal results.