Bring AI into the flow of work with Einstein Copilot, your trusted assistant built directly into your CRM. Einstein Copilot is an intuitive assistant powered by conversational AI that can execute on cognitively complex tasks. It allows users to make a request using natural language, and then generates an action rather just an answer.
Einstein Copilot can interpret and decompose a request into a simple set of actions and determine the right tools to complete each action. Einstein Copilot is easy by default, with low code set-up and configuration. It is highly extensible and can be tailored to your needs by equipping it with domain-specific actions and your propreitary company and customer data.
Empower your employees to use natural language to get work faster and smarter by asking Einstein specific questions. Unlike traditional chatbots, Einstein Copilot doesn’t just answer queries — it also takes action, like updating the close date for your largest opportunity. Extend Einstein Copilot externally to your customers, allowing them to ask questions to a branded copilot, taking self-service to a whole new level.
Einstein Copilot uses sophisticated reasoning to understand your request, evaluate the best course of action based on the skills it has, and execute on those actions. Based on your interaction, Einstein Copilot could offer to update a record, create an action plan after a sales call, or generate a new service knowledge article. Your copilot also knows that communication with humans is often unpredictable or unclear, so it replans at every step to allow for seamless context switching and dynamic, multi-turn conversations.
Einstein Copilott is built on the Einstein Trust Layer, so that you can benefit from capable AI without compromising the privacy and security of your customers’ data. You can trust your copilot to accurately execute on tasks and generate responses to employees and customers based on your data and custom actions. Users can track, review, and amend Einstein Copilot's plan of action proactively to ensure trusted experiences across your business.
Equip Einstein Copilot with with a menu of custom actions that it can reason through to execute tasks. Safely train Einstein Copilot to call an API, run a Flow, and perform complex calculations across your business using actions powered by prompts, Apex, Flows, and more. Skills Builder enables your copilot to automatically understand the instruction, locate the best matching skill, and execute the task.
Build and customize prompt templates enriched with dynamic CRM data to power generative AI responses. Review, manage, and test prompts to ensure trusted outputs before implementing across your business. Use prompts to deliver instructions and create custom actions for your copilot.
Bring your own AI and empower teams to unlock insights using the AI tools of your choice. Connect your Customer 360 and unified, real time Data Cloud data to industry-leading AI models like Amazon Sagemaker and Google Vertex AI. Use those models to power AI directly in CRM and to customize your Einstein Copilot.
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