![A seller on her laptop reviews their daily activity feed, including an upcoming task and a meeting follow-up email.](https://wp.salesforce.com/en-us/wp-content/uploads/sites/4/2024/07/Marquee-Sales-Meeting-Support-1.webp?w=1024)
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.
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.
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
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.”
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
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
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.