{"id":10133,"date":"2024-04-02T13:30:09","date_gmt":"2024-04-02T13:30:09","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=10133"},"modified":"2024-04-02T13:30:10","modified_gmt":"2024-04-02T13:30:10","slug":"ai-copilots-for-crm","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/","title":{"rendered":"Everything You Need To Know About AI Copilots for CRM"},"content":{"rendered":"\n<p>The artificial intelligence (AI) market is projected to grow from $5.8 billion in 2020 to<a href=\"https:\/\/www.alliedmarketresearch.com\/conversational-ai-market-A13682\" target=\"_blank\" rel=\"noreferrer noopener\"> $32.6 billion by 2030<\/a>, and the technology is already developing at a rapid pace. <a href=\"https:\/\/slack.com\/intl\/en-gb\/blog\/news\/new-slack-research-shows-accelerating-ai-use-at-work\" target=\"_blank\" rel=\"noreferrer noopener\">According to research from Slack<\/a>, 86% of IT executives believe generative AI will have a major impact on their business, and 80% of those using it say it\u2019s helping them to be more productive.<\/p>\n\n\n\n<p>In just over a year, the conversation around AI has changed from generative AI and chatbots to AI copilots. We <a href=\"https:\/\/www.salesforce.com\/blog\/ai-copilot\/\" target=\"_blank\" rel=\"noreferrer noopener\">recently launched Einstein Copilot<\/a> to help customers better understand their customer relationships using their own trusted data. But <a href=\"https:\/\/www.salesforce.com\/blog\/ai-copilot\/\" target=\"_blank\" rel=\"noreferrer noopener\">what is an AI copilot<\/a>? It\u2019s an intelligent assistant that connects to your workplace tools and can help you do just about every aspect of your job better and unlock higher margins. They can do the work of thousands of individual applications based on one simple prompt.<\/p>\n\n\n\n<p>AI copilots use Conversational AI, so you can chat with them in everyday English (or any other language \u2014 they can translate in real time). They\u2019re more advanced than chatbots and virtual agents. They\u2019re intelligent systems that predict your needs, proactively suggest next steps, and provide personalised assistance with whatever you\u2019re working on.<\/p>\n\n\n\n<p>AI copilots use machine learning to become more intelligent over time, which means they adapt the support they provide in response to user behaviour and needs. AI copilots can help you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Streamline workflows and automate repetitive tasks<\/li>\n\n\n\n<li>Free your team to be more creative or focus on strategic initiatives<\/li>\n\n\n\n<li>Enhance decision-making with AI-generated insights and next-best actions<\/li>\n\n\n\n<li>Reduce operational costs and optimise resources<\/li>\n\n\n\n<li>Boost customer and employee satisfaction<\/li>\n\n\n\n<li>Improve your competitive edge<\/li>\n<\/ul>\n\n\n\n<div class=\"layout-one wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">5 Business Uses for an AI Copilot<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Struggling to picture how an AI Copilot could make your life easier? Check out our blog for 5 industry-specific examples.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/eu\/blog\/ai-assistants-business-uses\/\">Discover More<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\t\t<div class=\"wp-block-offer__graphics wp-block-offer__contour\"><\/div>\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-one.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__accent\" src=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-accent-layout-one.png\" alt=\"\">\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__cloud\" src=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-cloud-layout-one.png\" alt=\"\">\n\t\t\n\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-to-look-for-in-an-ai-copilot\">What to look for in an AI copilot<\/h2>\n\n\n\n<p>There are several AI copilots available on the market, as well as options to build your own. Some vendors have rebranded their AI assistants as copilots as they\u2019ve added more functionality, so it\u2019s worth doing some research and finding the best fit for your needs.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-application-specific-copilots\">Application-specific copilots<\/h2>\n\n\n\n<p>These are optimised for different teams and embedded in your applications. They\u2019re a cost-effective option for companies who only want to use an AI copilot for one specific team. According to a <a href=\"https:\/\/www.salesforce.com\/eu\/resources\/research-reports\/ai-powered-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">repo<\/a>rt we conducted with Forrester Consulting, more than 50% of the global business leaders we surveyed use AI within sales and marketing applications, and plan to explore the service next.\u00a0<\/p>\n\n\n\n<p>Here are some examples of what you can do with application-specific copilots:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Sales copilots<\/strong>: These will help your reps to be more productive and to focus on the right leads. They can suggest text to personalise interactions and contracts. Of the companies that use AI for sales, 84% report that it has a major or moderate impact on<a href=\"https:\/\/www.salesforce.com\/eu\/resources\/research-reports\/state-of-sales\/\" target=\"_blank\" rel=\"noreferrer noopener\"> helping reps make the best use of their time<\/a>.<\/li>\n\n\n\n<li><strong>Service copilots<\/strong>: A service copilot can suggest answers to customer queries that your agents can check and send, summarise case histories automatically, and suggest resolutions based on how previous cases were solved.<a href=\"https:\/\/www.salesforce.com\/eu\/form\/it\/3rd-state-of-it\/\" target=\"_blank\" rel=\"noreferrer noopener\"> Using AI to optimise service<\/a> is the most common use case among organisations we surveyed.<\/li>\n\n\n\n<li><strong>Security copilots<\/strong>: If you want to boost security, a copilot can provide more advanced protection against attacks by detecting suspicious behaviour patterns, analysing datasets, and triggering remediation actions in real time.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-ai-copilots-for-crm\">AI copilots for CRM<\/h2>\n\n\n\n<p>CRM is emerging as an important foundation for AI-driven transformation, and AI copilots for CRM have a broader use than those embedded in applications. <a href=\"https:\/\/www.salesforce.com\/uk\/news\/press-releases\/2024\/02\/27\/einstein-copilot-news\/\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein Copilot<\/a>, for example, works across each<a href=\"https:\/\/www.salesforce.com\/eu\/products\/platform\/overview\/\" target=\"_blank\" rel=\"noreferrer noopener\"> Einstein 1<\/a> platform application to drive enterprise-wide productivity. It generates trusted and accurate recommendations to help staff carry out tasks related to their role \u2014 whether they\u2019re on the commerce team and want to build a digital storefront that converts, or developers on the IT team writing custom code.<\/p>\n\n\n\n<p>Einstein Copilot Studio is one of the solutions available to customise your own AI copilot for sales, service, marketing, commerce, and IT. Customisable AI copilot optimised for CRM is great for industry-specific tasks.<\/p>\n\n\n\n<p>For example, an education administrator can personalise the student experience and map their skills and interests to specific courses. An automotive service provider can use vehicle data to predict which spare parts to order or proactively schedule services. Or a financial advisor can use AI to analyse client spending and savings and generate a personalised plan for them to check and send out.<\/p>\n\n\n\n<p>Whichever option best fits your needs, always check out the security and governance the vendor has built into the tool \u2014 79% of IT leaders are<a href=\"https:\/\/www.salesforce.com\/eu\/form\/it\/3rd-state-of-it\/\" target=\"_blank\" rel=\"noreferrer noopener\"> concerned about the security risks that come with advanced AI<\/a>. Einstein Copilot and Einstein Copilot Studio include<a href=\"https:\/\/www.salesforce.com\/eu\/products\/secure-ai\/\" target=\"_blank\" rel=\"noreferrer noopener\"> Einstein Trust Layer<\/a>, our secure AI architecture to meet enterprise safety standards. It masks personally identifiable information and scores outputs for toxicity. And unlike other AI copilots, Einstein Copilot maintains strict data governance without the need for expensive AI model training.<\/p>\n\n\n\n<div class=\"layout-seven wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">Say Hello to Einstein Copilot<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Your trusted conversational AI assistant for CRM gives everyone the power to get work done faster. It&#8217;s a total game-changer for your company.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/einsteincopilot?d=cta-body-promo-8\">Explore More<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\t\t<div class=\"wp-block-offer__graphics wp-block-offer__contour\"><\/div>\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-seven.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__cloud\" src=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-cloud-layout-seven.png\" alt=\"\">\n\t\t\n\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-do-ai-copilots-work\">How do AI copilots work?<\/h2>\n\n\n\n<p>AI copilots rely on AI algorithms applied in natural language processing, contextual understanding, and Machine Learning to predict user needs and provide personalised, relevant prompts at the right time. AI copilots for specific teams or <a href=\"https:\/\/www.salesforce.com\/eu\/learning-centre\/crm\/what-is-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">CRM platforms<\/a> are integrated with a vast range of systems to create a single, connected hub for task management.<\/p>\n\n\n\n<p>In simple terms, they learn about your business based on the data they\u2019ve been trained on, apply reasoning to understand the context of what\u2019s happening, and suggest actions. Users can provide feedback on how helpful the response was, and combined with behavioural data, the AI uses Machine Learning to become smarter over time.<\/p>\n\n\n\n<p>It\u2019s really important to make sure you have clean, high-quality data before <a href=\"https:\/\/www.salesforce.com\/eu\/blog\/playbook\/ai-guide\/\" target=\"_blank\" rel=\"noreferrer noopener\">starting any project involving CRM and AI <\/a>\u2014 92% of business leaders believe <a href=\"https:\/\/www.salesforce.com\/eu\/resources\/research-reports\/ai-powered-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">a strong data strategy is critical to success with AI<\/a>, but only 34% <a href=\"https:\/\/www.salesforce.com\/eu\/resources\/research-reports\/ai-powered-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">actually have a formal strategy in place<\/a>. Don\u2019t risk rushing ahead before you\u2019re ready. AI can\u2019t deliver meaningful insights or actions if it\u2019s not trained on good data.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-ai-copilots-for-crm-pave-the-way-to-a-brighter-future\">How AI copilots for CRM pave the way to a brighter future<\/h2>\n\n\n\n<p>Enterprise-level AI copilots are a big investment, but they can be a game changer. With a super-efficient, focused, and happy workforce, you can fuel growth, streamline operations, delight customers, and innovate faster.<\/p>\n\n\n\n<p>As technology evolves and your implementation matures, AI copilots are only going to get better, smarter, and more powerful. With 78% of IT leaders saying<a href=\"https:\/\/www.salesforce.com\/eu\/form\/it\/3rd-state-of-it\/\" target=\"_blank\" rel=\"noreferrer noopener\"> the role of AI is well-defined<\/a> in their workplace, copilots are set to become the next \u2018must-have\u2019 intelligent technology for leading organisations.<\/p>\n\n\n\n<div class=\"layout-astro wp-block-salesforce-blog-related-trail\">\n\n\t<img decoding=\"async\" class=\"related-trail__illustration related-trail__cloud\" src=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/related-trail-cloud-layout-astro.png\" alt=\"\">\n\n\t\n\t<img decoding=\"async\" class=\"related-trail__illustration related-trail__background\" src=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/related-trail-background-layout-astro.png\" alt=\"\">\n\n\t<div class=\"related-trail__wrapper\">\n\t\t<div class=\"related-trail__content\">\n\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 345.8 82.8\" aria-hidden=\"true\" class=\"related-trail__logo\"><path fill=\"#1d3767\" d=\"M96.6 33h9v22.6h4.8V33h8.8v-4.3H96.6zm49.8 5.3c0-5.7-3.6-9.6-10.8-9.6H127v27h4.8v-7.9h3l2.3-.1 5.7 8h5.6l-7-9.2c3.4-1.6 5-4.5 5-8.2m-11.1 5.3h-3.6V33h3.6c4.4 0 6 2.3 6 5.3s-1.6 5.3-6 5.3m30.8-15.2-12.6 27.2h5l2.3-5.3h11.6l2.4 5.3h5l-12.6-27.1zm-3.6 18 4.1-9.2 4.1 9.3zm25.2-17.7h4.8v27h-4.8zm20.7 0h-4.8v27h17.6v-4.4h-12.8zm38.4 12.1h-13.2V28.7H229v27h4.7V45h13.2v10.6h4.7V28.7h-4.7zm15.9 14.8h17.5v-4.4h-12.7v-6.4H279v-4.2h-11.5v-7.5h12.7v-4.4h-17.5zm36.9-27.2L287 55.6h5l2.3-5.3H306l2.4 5.3h5l-12.6-27.1zm-3.6 18 4.1-9.2 4.1 9.3zm35.4-17.7h-10.2v27h10.2c8.2 0 14.4-5.9 14.4-13.6s-6-13.4-14.4-13.4m0 22.6H326V33h5.4a9.1 9.1 0 1 1 0 18.1z\" \/><path fill=\"#1d315f\" d=\"M43 82.8h.1a74 74 0 0 0 38.5-12.3 3 3 0 0 0 1.3-2.4v-6A66.2 66.2 0 0 0 42.5.2a3 3 0 0 0-2.3 0A66.2 66.2 0 0 0 0 62.2V68a3 3 0 0 0 1.2 2.4 74 74 0 0 0 40.2 12.4z\" \/><path fill=\"#8ed1f4\" d=\"M13.8 51.8a.3.3 0 0 0 0-.1L33 23.6a3.1 3.1 0 0 1 .8-.8 3 3 0 0 1 4 .8l9.5 13.8 3.5-5a3 3 0 0 1 4.9 0L69 51.6a.3.3 0 0 1 .1.3h7C70.7 17.7 43.7 7.2 41.4 6.2c0 0-11.2 4-21.2 16A59.6 59.6 0 0 0 6.8 51.8zm21.7-21.3\" \/><path fill=\"#aa76b3\" d=\"m62 51.9-8.7-12.6-4.2 6.1 4.8 6.4z\" \/><path fill=\"#722a87\" d=\"m49 45.4-4.4 6.4H54z\" \/><path fill=\"#8ed1f4\" d=\"m37 32.6-1.5-2.1z\" \/><path fill=\"#aa76b3\" d=\"m28 41.4 7.6 10.4h1.8l6.4-9.2-6.8-10-1.5-2.1z\" \/><path fill=\"#722a87\" d=\"m28 41.4-7 10.4h14.6z\" \/><path fill=\"#069a49\" d=\"M43.8 72.5a1.8 1.8 0 0 0-1-2.4L40.1 69a8 8 0 0 1-1-.5 7.8 7.8 0 0 1-2.4-10.7H6a44 44 0 0 0-.2 4.4v4.4A70 70 0 0 0 26 75a70 70 0 0 0 15.2 2l2.4-4.3zm33-14.8H44.3l-2.5 3a1.7 1.7 0 0 0-.2.5 1.8 1.8 0 0 0 1 2.3l2.7 1.2.7.4a7.8 7.8 0 0 1 3 10.6l-.5.9 4.8-.8a71 71 0 0 0 8.4-2.2l1.3-.4a71 71 0 0 0 14-6.7v-8.8z\" \/><path fill=\"#fff\" d=\"m46 65-.7-.3-2.7-1.2a1.8 1.8 0 0 1-1-2.4 1.7 1.7 0 0 1 .2-.4l2.5-3h-7.6A7.8 7.8 0 0 0 39 68.4a8 8 0 0 0 1 .5l2.7 1.2a1.8 1.8 0 0 1 1 2.4l-.1.2-2.5 4.3a52.5 52.5 0 0 0 7.2-.4l.5-.9A7.8 7.8 0 0 0 46 65.1z\" \/><path fill=\"#157139\" d=\"M56.9 67.3h8.8l-4.4-5zM23 71h9l-4.5-5.1zm-4.1-10.4-4.5 5h8.9z\" \/><\/svg>\n\t\t\t<h2 class=\"wp-block-related-trail__title\">Get Started with Einstein Copilot<\/h2>\n\t\t\t<p>Want to test or set up Einstein Copilot? Head over to Trailhead to learn the basics. <\/p>\n\t\t\t\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/trails\/build-ai-assistants-with-einstein-copilot?_ga=2.168037409.1665816434.1709806929-472888566.1614865478\" target=\"_blank\" rel=\"noreferrer noopener\">Start Learning Now<\/a><\/div>\n\n\t\t<\/div>\n\t\t<div class=\"related-trail__mock\">\n\t\t\t<div class=\"related-trail__points\">+500 points<\/div>\n\t\t\t<div class=\"related-trail__eyebrow\">Module<\/div>\n\t\t\t<p class=\"related-trail__trail-title h3\"><a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/trails\/build-ai-assistants-with-einstein-copilot?_ga=2.168037409.1665816434.1709806929-472888566.1614865478\" target=\"_blank\" rel=\"noreferrer noopener\">Get Started with Einstein Copilot<\/a><\/p>\n\t\t\t<p class=\"related-trail__trail-description\"><\/p>\n\t\t\t<div class=\"related-trail__actions\">\n\t\t\t\t<div class=\"related-trail__action\">\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewBox=\"0 0 10 10\" aria-hidden=\"true\"><path fill=\"#747474\" fill-rule=\"evenodd\" d=\"m4.93.69.88 2.88c.04.12.16.18.27.18h2.89c.29 0 .4.38.17.56L6.79 6.04c-.1.07-.13.2-.1.32l1.12 2.96c.08.27-.2.5-.44.33L4.85 7.77c-.1-.08-.23-.08-.34 0L1.97 9.65a.29.29 0 0 1-.45-.33L2.6 6.36a.3.3 0 0 0-.1-.32L.17 4.3c-.23-.18-.1-.56.17-.56h2.89c.13 0 .23-.04.27-.18l.9-2.9c.08-.27.46-.25.54.02Z\" clip-rule=\"evenodd\" \/><\/svg>\n<\/div>\n\t\t\t\t<div class=\"related-trail__action\">\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewBox=\"0 0 9 5\" aria-hidden=\"true\"><path fill=\"#747474\" d=\"M4.16 4.5.26 0h7.8z\" \/><\/svg>\n<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\t<img decoding=\"async\" class=\"related-trail__illustration related-trail__foreground\" src=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/related-trail-foreground-layout-astro.png\" alt=\"\">\n\t<img decoding=\"async\" class=\"related-trail__illustration related-trail__parks\" src=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/related-trail-parks-layout-astro.png\" alt=\"\">\n\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>AI copilots for CRM are closing the gap between staff and technology. Find out how to enable your team with advanced AI assistance.<\/p>\n","protected":false},"author":111,"featured_media":10134,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"sf_justforyou_enable_alt":true,"optimizely_content_id":"9b769f42516643199cdfbbdb755126e4","post_meta_title":"","ai_synopsis":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"sf_topic":[75,41,11,4,251],"sf_content_type":[],"coauthors":[26],"class_list":["post-10133","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","sf_topic-service","sf_topic-crm","sf_topic-data-culture","sf_topic-sales","sf_topic-ai"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Everything You Need To Know About AI Copilots for CRM - Salesforce<\/title>\n<meta name=\"description\" content=\"What\u2019s an AI copilot for CRM and why does it matter? Find out how advanced AI assistants can help every member of your team work smarter.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Everything You Need To Know About AI Copilots for CRM\" \/>\n<meta property=\"og:description\" content=\"AI copilots for CRM are closing the gap between staff and technology. Find out how to enable your team with advanced AI assistance.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Salesforce\" \/>\n<meta property=\"article:published_time\" content=\"2024-04-02T13:30:09+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-04-02T13:30:10+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2024\/04\/ai-copilots-for-crm.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"4000\" \/>\n\t<meta property=\"og:image:height\" content=\"2200\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Salesforce EMEA\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Salesforce EMEA\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/\"},\"author\":[{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/#\/schema\/person\/image\/cc3d1dd31ff62229e58df71e24b819ac\"}],\"headline\":\"Everything You Need To Know About AI Copilots for CRM\",\"datePublished\":\"2024-04-02T13:30:09+00:00\",\"dateModified\":\"2024-04-02T13:30:10+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/\"},\"wordCount\":1080,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2024\/04\/ai-copilots-for-crm.jpg\",\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/\",\"url\":\"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/\",\"name\":\"Everything You Need To Know About AI Copilots for CRM - Salesforce\",\"isPartOf\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2024\/04\/ai-copilots-for-crm.jpg\",\"datePublished\":\"2024-04-02T13:30:09+00:00\",\"dateModified\":\"2024-04-02T13:30:10+00:00\",\"author\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/#\/schema\/person\/836a5b517fa1392bb16998828ea325f8\"},\"description\":\"What\u2019s an AI copilot for CRM and why does it matter? Find out how advanced AI assistants can help every member of your team work smarter.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/#primaryimage\",\"url\":\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2024\/04\/ai-copilots-for-crm.jpg\",\"contentUrl\":\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2024\/04\/ai-copilots-for-crm.jpg\",\"width\":4000,\"height\":2200,\"caption\":\"AI copilots use Conversational AI, so you can chat with them in everyday English (or any other language \u2014 they can translate in real time).\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.salesforce.com\/eu\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Everything You Need To Know About AI Copilots for CRM\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/#website\",\"url\":\"https:\/\/www.salesforce.com\/eu\/blog\/\",\"name\":\"Salesforce\",\"description\":\"News, tips, and insights from the global cloud leader\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.salesforce.com\/eu\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/#\/schema\/person\/image\/cc3d1dd31ff62229e58df71e24b819ac\",\"name\":\"Salesforce EMEA\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/secure.gravatar.com\/avatar\/?s=96&d=mm&r=g23494c9101089ad44ae88ce9d2f56aac\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/?s=96&d=mm&r=g\",\"caption\":\"Salesforce EMEA\"},\"url\":\"https:\/\/www.salesforce.com\/eu\/blog\/author\/salesforce-emea\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Everything You Need To Know About AI Copilots for CRM - Salesforce","description":"What\u2019s an AI copilot for CRM and why does it matter? Find out how advanced AI assistants can help every member of your team work smarter.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/","og_locale":"en_GB","og_type":"article","og_title":"Everything You Need To Know About AI Copilots for CRM","og_description":"AI copilots for CRM are closing the gap between staff and technology. Find out how to enable your team with advanced AI assistance.","og_url":"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/","og_site_name":"Salesforce","article_published_time":"2024-04-02T13:30:09+00:00","article_modified_time":"2024-04-02T13:30:10+00:00","og_image":[{"width":4000,"height":2200,"url":"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2024\/04\/ai-copilots-for-crm.jpg","type":"image\/jpeg"}],"author":"Salesforce EMEA","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Salesforce EMEA","Estimated reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/#article","isPartOf":{"@id":"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/"},"author":[{"@id":"https:\/\/www.salesforce.com\/eu\/blog\/#\/schema\/person\/image\/cc3d1dd31ff62229e58df71e24b819ac"}],"headline":"Everything You Need To Know About AI Copilots for CRM","datePublished":"2024-04-02T13:30:09+00:00","dateModified":"2024-04-02T13:30:10+00:00","mainEntityOfPage":{"@id":"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/"},"wordCount":1080,"commentCount":0,"image":{"@id":"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/#primaryimage"},"thumbnailUrl":"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2024\/04\/ai-copilots-for-crm.jpg","inLanguage":"en-GB","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/","url":"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/","name":"Everything You Need To Know About AI Copilots for CRM - Salesforce","isPartOf":{"@id":"https:\/\/www.salesforce.com\/eu\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/#primaryimage"},"image":{"@id":"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/#primaryimage"},"thumbnailUrl":"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2024\/04\/ai-copilots-for-crm.jpg","datePublished":"2024-04-02T13:30:09+00:00","dateModified":"2024-04-02T13:30:10+00:00","author":{"@id":"https:\/\/www.salesforce.com\/eu\/blog\/#\/schema\/person\/836a5b517fa1392bb16998828ea325f8"},"description":"What\u2019s an AI copilot for CRM and why does it matter? Find out how advanced AI assistants can help every member of your team work smarter.","breadcrumb":{"@id":"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/#primaryimage","url":"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2024\/04\/ai-copilots-for-crm.jpg","contentUrl":"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2024\/04\/ai-copilots-for-crm.jpg","width":4000,"height":2200,"caption":"AI copilots use Conversational AI, so you can chat with them in everyday English (or any other language \u2014 they can translate in real time)."},{"@type":"BreadcrumbList","@id":"https:\/\/www.salesforce.com\/eu\/blog\/ai-copilots-for-crm\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.salesforce.com\/eu\/blog\/"},{"@type":"ListItem","position":2,"name":"Everything You Need To Know About AI Copilots for CRM"}]},{"@type":"WebSite","@id":"https:\/\/www.salesforce.com\/eu\/blog\/#website","url":"https:\/\/www.salesforce.com\/eu\/blog\/","name":"Salesforce","description":"News, tips, and insights from the global cloud leader","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.salesforce.com\/eu\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Person","@id":"https:\/\/www.salesforce.com\/eu\/blog\/#\/schema\/person\/image\/cc3d1dd31ff62229e58df71e24b819ac","name":"Salesforce EMEA","image":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/secure.gravatar.com\/avatar\/?s=96&d=mm&r=g23494c9101089ad44ae88ce9d2f56aac","url":"https:\/\/secure.gravatar.com\/avatar\/?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/?s=96&d=mm&r=g","caption":"Salesforce EMEA"},"url":"https:\/\/www.salesforce.com\/eu\/blog\/author\/salesforce-emea\/"}]}},"jetpack_featured_media_url":"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2024\/04\/ai-copilots-for-crm.jpg","jetpack_sharing_enabled":true,"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Salesforce","distributor_original_site_url":"https:\/\/www.salesforce.com\/eu\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/posts\/10133","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/users\/111"}],"replies":[{"embeddable":true,"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/comments?post=10133"}],"version-history":[{"count":1,"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/posts\/10133\/revisions"}],"predecessor-version":[{"id":10135,"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/posts\/10133\/revisions\/10135"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/media\/10134"}],"wp:attachment":[{"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/media?parent=10133"}],"wp:term":[{"taxonomy":"sf_topic","embeddable":true,"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/sf_topic?post=10133"},{"taxonomy":"sf_content_type","embeddable":true,"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/sf_content_type?post=10133"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/coauthors?post=10133"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}