{"id":69822,"date":"2024-03-06T05:00:00","date_gmt":"2024-03-06T13:00:00","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=69822"},"modified":"2024-03-06T15:38:29","modified_gmt":"2024-03-06T15:38:29","slug":"about-einstein-copilot","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/uk\/news\/stories\/about-einstein-copilot\/","title":{"rendered":"Einstein Copilot In-Depth: What It Is, How It Works, and What It Can Do"},"content":{"rendered":"\n<p>Salesforce released <a href=\"https:\/\/www.salesforce.com\/uk\/news\/press-releases\/2024\/02\/27\/einstein-copilot-news\/\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein Copilot<\/a>, a customizable, conversational, generative AI assistant, and we\u2019re answering the big questions about what it is and what it can do for businesses.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vidyard wp-block-embed-vidyard\"><div class=\"wp-block-embed__wrapper\">\n<script type=\"text\/javascript\" async src=\"https:\/\/play.vidyard.com\/embed\/v4.js\"><\/script><img decoding=\"async\"  style=\"width: 100%; margin: auto; display: block;\"  class=\"vidyard-player-embed\"  src=\"https:\/\/play.vidyard.com\/9qy9arHcS9LNNUotR4P7Kw.jpg\"  data-uuid=\"9qy9arHcS9LNNUotR4P7Kw\"  data-v=\"4\"  data-type=\"inline\"  data-width=\"500\"  data-height=\"281\"\/>\n<\/div><figcaption class=\"wp-element-caption\"><em>What is Einstein Copilot?<\/em><\/figcaption><\/figure>\n\n\n\n<p>Einstein Copilot combines the power of Salesforce CRM with the convenience of an AI assistant that interacts with users in a conversational way.&nbsp;<\/p>\n\n\n\n<p>Unlike other AI assistants or copilots that lack adequate company data to generate useful responses, Einstein Copilot utilizes an organization\u2019s own unique data and metadata to produce powerful customer insights and recommendations, while maintaining privacy and data governance and without requiring costly AI model training.<\/p>\n\n\n\n<p>It can answer questions, summarize content, create new content, interpret complex conversations, and dynamically automate tasks for users \u2014 all from a consistent conversational UI across Salesforce\u2019s #1 AI CRM applications. Marketers can use Einstein Copilot to build more effective digital storefronts. Customer service agents will be able to quickly handle requests, from generating replies to suggesting activities. And sales professionals can employ it to understand customers more deeply and close deals.&nbsp;<\/p>\n\n\n\n<aside class=\"contextual-driver has-text-align-left contextual-driver--media\">\n\t<header class=\"tidbit-header\">\n\t\t<h2 class=\"tidbit-head\">\n\t\t\tSay hello to Einstein Copilot\t\t<\/h2>\n\t<\/header>\n\t<div class=\"tidbit-body\">\n\t\t<p><\/p>\t<\/div>\n\t\t\t<p class=\"tidbit-link label\">\n\t\t\t<a class=\"label has-right-arrow has-right-arrow--small\" href=\"https:\/\/salesforce.com\/einsteincopilot\/?d=cta-body-promo-8\" target=\"_blank\">\n\t\t\t\t<span>Learn more about the conversational AI for CRM<\/span>\n\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 14 10\">\n\t<path d=\"M13.92 5.38a1 1 0 000-.76.9.9 0 00-.17-.26.25.25 0 000-.07l-4-4a1 1 0 00-1.46 1.42L10.59 4H1.07a1 1 0 000 2h9.52l-2.3 2.29a1 1 0 000 1.42 1 1 0 001.42 0l4-4a.25.25 0 000-.07.9.9 0 00.21-.26z\" \/>\n<\/svg>\n\t\t\t<\/a>\n\t\t<\/p>\n\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"1124\" src=\"https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Graphic.png?w=1024\" class=\"tidbit\" alt=\"\" srcset=\"https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Graphic.png 1377w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Graphic.png?w=273&amp;h=300 273w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Graphic.png?w=768&amp;h=843 768w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Graphic.png?w=933&amp;h=1024 933w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Graphic.png?w=241&amp;h=264 241w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Graphic.png?w=333&amp;h=365 333w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Graphic.png?w=678&amp;h=744 678w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Graphic.png?w=137&amp;h=150 137w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Graphic.png?w=176&amp;h=193 176w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Graphic.png?w=1218&amp;h=1337 1218w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\t<\/aside>\n\n\n\n\n<p>Einstein Copilot comes with a library of pre-programmed capabilities, automated responses, and business tasks that the AI can perform for users when prompted. Actions can be combined to execute dynamic multi-step plans.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-do-einstein-copilot-data-cloud-and-einstein-1-platform-fit-together\">How do Einstein Copilot, Data Cloud, and Einstein 1 Platform fit together?<\/h2>\n\n\n\n<p>Einstein Copilot is part of Salesforce\u2019s <a href=\"https:\/\/www.salesforce.com\/uk\/products\/platform\/overview\/\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein 1 Platform<\/a>, which integrates the user interface, a variety of AI models, and data in a single metadata-driven platform. A trusted AI platform for customer companies, Einstein 1 Platform gives companies the ability to safely connect any data to build AI-powered apps with low code and deliver entirely new CRM experiences.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vidyard wp-block-embed-vidyard\"><div class=\"wp-block-embed__wrapper\">\n<script type=\"text\/javascript\" async src=\"https:\/\/play.vidyard.com\/embed\/v4.js\"><\/script><img decoding=\"async\"  style=\"width: 100%; margin: auto; display: block;\"  class=\"vidyard-player-embed\"  src=\"https:\/\/play.vidyard.com\/d9frwcLVEgTEyD8j945DgZ.jpg\"  data-uuid=\"d9frwcLVEgTEyD8j945DgZ\"  data-v=\"4\"  data-type=\"inline\"  data-width=\"500\"  data-height=\"281\"\/>\n<\/div><figcaption class=\"wp-element-caption\"><em>How does Einstein Copilot work?<\/em><\/figcaption><\/figure>\n\n\n\n<p>AI is only as good as the data it\u2019s trained upon, and that\u2019s why grounding Einstein Copilot in <a href=\"https:\/\/www.salesforce.com\/uk\/products\/data\/\" target=\"_blank\" rel=\"noreferrer noopener\">Data Cloud<\/a> makes it so powerful. Data Cloud connects, federates, and harmonizes any data type from any product and system, and connects it back to the Salesforce applications that business users need to use every day, to deliver a comprehensive, 360-degree view of customers and power CRM, AI, automation, and analytics across any business process.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.salesforce.com\/uk\/news\/stories\/salesforce-snowflake-bring-your-own-lake\/\" target=\"_blank\" rel=\"noreferrer noopener\">BYOL (Bring Your Own Lake)<\/a> means companies can integrate any system with Data Cloud, accessing all of their trapped data from data lakes like AWS Redshift, Google BigQuery, Databricks, and Snowflake within Salesforce. They also no longer need to move data across platforms because of Data Cloud\u2019s zero-ETL integration, and it connects to external predictive models for seamless use in Salesforce workflows.<\/p>\n\n\n\n<p>Also, for the approximately <a href=\"https:\/\/www.salesforce.com\/uk\/news\/stories\/trends-in-app-development\" target=\"_blank\" rel=\"noreferrer noopener\">80% of data<\/a> that is unstructured,<strong> <\/strong><a href=\"https:\/\/www.salesforce.com\/uk\/news\/press-releases\/2023\/12\/14\/unstructured-data-ai-search-einstein\/\" target=\"_blank\" rel=\"noreferrer noopener\">semantic search and vector embeddings<\/a> in Data Cloud unlock a brand new way to interact with data. Einstein Copilot Search enhances Einstein Copilot, providing sales, customer service, marketing, commerce, and IT teams with an AI assistant capable of solving problems and generating content by accessing real-time unstructured and structured business data.<\/p>\n\n\n\n<div class=\"wp-block-group alignwide cluster-content has-vivid-purple-background-color has-background\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading has-white-color has-text-color\" id=\"h-say-hello-to-einstein-copilot\">Say hello to Einstein Copilot<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large prevent-download\"><a href=\"https:\/\/www.youtube.com\/watch?v=2-LkbM-V4m8\"><img loading=\"lazy\" decoding=\"async\" height=\"576\" width=\"1024\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2024\/02\/Einstein_CoPilot_LInkedContent_Youtube.jpg?w=1024\" alt=\"\" class=\"wp-image-69818\" srcset=\"https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Einstein_CoPilot_LInkedContent_Youtube.jpg 1200w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Einstein_CoPilot_LInkedContent_Youtube.jpg?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Einstein_CoPilot_LInkedContent_Youtube.jpg?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Einstein_CoPilot_LInkedContent_Youtube.jpg?w=1024&amp;h=576 1024w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Einstein_CoPilot_LInkedContent_Youtube.jpg?w=264&amp;h=149 264w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Einstein_CoPilot_LInkedContent_Youtube.jpg?w=500&amp;h=281 500w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Einstein_CoPilot_LInkedContent_Youtube.jpg?w=678&amp;h=381 678w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Einstein_CoPilot_LInkedContent_Youtube.jpg?w=150&amp;h=84 150w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Einstein_CoPilot_LInkedContent_Youtube.jpg?w=314&amp;h=177 314w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/Einstein_CoPilot_LInkedContent_Youtube.jpg?w=343&amp;h=193 343w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div class=\"wp-block-group feature-card is-vertical is-layout-flex wp-container-core-group-is-layout-8cf370e7 wp-block-group-is-layout-flex\">\n<h3 class=\"wp-block-heading has-white-color has-text-color\" id=\"h-video-einstein-copilot-product-launch-nbsp\"><a href=\"https:\/\/www.youtube.com\/watch?v=2-LkbM-V4m8\" target=\"_blank\" rel=\"noreferrer noopener\">Video: Einstein Copilot<\/a> Product Launch<a href=\"https:\/\/www.youtube.com\/watch?v=2-LkbM-V4m8\" target=\"_blank\" rel=\"noreferrer noopener\">&nbsp;<\/a><\/h3>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group secondary-card is-content-justification-left is-nowrap is-layout-flex wp-container-core-group-is-layout-f56a869c wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-large prevent-download\"><a href=\"https:\/\/www.salesforce.com\/news\/press-releases\/2024\/02\/27\/einstein-copilot-news\/\"><img loading=\"lazy\" decoding=\"async\" height=\"576\" width=\"1024\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2024\/02\/EinsteinCoPilot_NewsAnnouncement-1.jpg?w=1024\" alt=\"\" class=\"wp-image-69819\" srcset=\"https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/EinsteinCoPilot_NewsAnnouncement-1.jpg 1200w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/EinsteinCoPilot_NewsAnnouncement-1.jpg?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/EinsteinCoPilot_NewsAnnouncement-1.jpg?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/EinsteinCoPilot_NewsAnnouncement-1.jpg?w=1024&amp;h=576 1024w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/EinsteinCoPilot_NewsAnnouncement-1.jpg?w=264&amp;h=149 264w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/EinsteinCoPilot_NewsAnnouncement-1.jpg?w=500&amp;h=281 500w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/EinsteinCoPilot_NewsAnnouncement-1.jpg?w=678&amp;h=381 678w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/EinsteinCoPilot_NewsAnnouncement-1.jpg?w=150&amp;h=84 150w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/EinsteinCoPilot_NewsAnnouncement-1.jpg?w=314&amp;h=177 314w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/02\/EinsteinCoPilot_NewsAnnouncement-1.jpg?w=343&amp;h=193 343w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading has-white-color has-text-color\" id=\"h-salesforce-s-einstein-copilot-is-here-the-conversational-ai-assistant-for-crm\"><a href=\"https:\/\/www.salesforce.com\/news\/press-releases\/2024\/02\/27\/einstein-copilot-news\/\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce\u2019s Einstein Copilot is Here: The Conversational AI Assistant for CRM <\/a><\/h4>\n<\/div>\n\n\n\n<div class=\"wp-block-group secondary-card is-content-justification-left is-nowrap is-layout-flex wp-container-core-group-is-layout-f56a869c wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-large prevent-download\"><a href=\"https:\/\/www.salesforce.com\/news\/press-releases\/2024\/03\/06\/einstein-1-studio-news\/\"><img loading=\"lazy\" decoding=\"async\" height=\"576\" width=\"1024\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2024\/03\/Einstein1_PressRelease.jpg?w=1024\" alt=\"\" class=\"wp-image-69808\" srcset=\"https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/03\/Einstein1_PressRelease.jpg 1200w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/03\/Einstein1_PressRelease.jpg?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/03\/Einstein1_PressRelease.jpg?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/03\/Einstein1_PressRelease.jpg?w=1024&amp;h=576 1024w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/03\/Einstein1_PressRelease.jpg?w=264&amp;h=149 264w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/03\/Einstein1_PressRelease.jpg?w=500&amp;h=281 500w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/03\/Einstein1_PressRelease.jpg?w=678&amp;h=381 678w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/03\/Einstein1_PressRelease.jpg?w=150&amp;h=84 150w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/03\/Einstein1_PressRelease.jpg?w=314&amp;h=177 314w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2024\/03\/Einstein1_PressRelease.jpg?w=343&amp;h=193 343w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading has-white-color has-text-color\" id=\"h-salesforce-launches-einstein-1-studio\"><a href=\"https:\/\/www.salesforce.com\/news\/press-releases\/2024\/03\/06\/einstein-1-studio-news\/\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce Launches Einstein 1 Studio<\/a><\/h4>\n<\/div>\n\n\n\n<div class=\"wp-block-group secondary-card is-content-justification-left is-nowrap is-layout-flex wp-container-core-group-is-layout-f56a869c wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-large prevent-download\"><a href=\"https:\/\/www.salesforce.com\/blog\/ai-assistant\/\"><img loading=\"lazy\" decoding=\"async\" height=\"576\" width=\"1024\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2023\/09\/360Blog_CoPilot_5Cases.jpg?w=1024\" alt=\"\" class=\"wp-image-69821\" srcset=\"https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2023\/09\/360Blog_CoPilot_5Cases.jpg 1200w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2023\/09\/360Blog_CoPilot_5Cases.jpg?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2023\/09\/360Blog_CoPilot_5Cases.jpg?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2023\/09\/360Blog_CoPilot_5Cases.jpg?w=1024&amp;h=576 1024w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2023\/09\/360Blog_CoPilot_5Cases.jpg?w=264&amp;h=149 264w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2023\/09\/360Blog_CoPilot_5Cases.jpg?w=500&amp;h=281 500w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2023\/09\/360Blog_CoPilot_5Cases.jpg?w=678&amp;h=381 678w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2023\/09\/360Blog_CoPilot_5Cases.jpg?w=150&amp;h=84 150w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2023\/09\/360Blog_CoPilot_5Cases.jpg?w=314&amp;h=177 314w, https:\/\/www.salesforce.com\/uk\/news\/wp-content\/uploads\/sites\/5\/2023\/09\/360Blog_CoPilot_5Cases.jpg?w=343&amp;h=193 343w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading has-white-color has-text-color\" id=\"h-5-business-uses-for-an-ai-copilot\"><a href=\"https:\/\/www.salesforce.com\/blog\/ai-assistant\/\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><a href=\"https:\/\/www.salesforce.com\/blog\/ai-assistant\/\" target=\"_blank\" rel=\"noreferrer noopener\">5 Business Uses for an AI Copilot<\/a><\/h4>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<p>With Data Cloud, all the relevant, trusted customer and business data \u2014 structured and unstructured, within and beyond Salesforce, across many disparate data lakes \u2014 can be unified and made available for use by every team and workflow.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-does-einstein-copilot-empower-teams-to-work-faster\">How does Einstein Copilot empower teams to work faster?<\/h2>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vidyard wp-block-embed-vidyard\"><div class=\"wp-block-embed__wrapper\">\n<script type=\"text\/javascript\" async src=\"https:\/\/play.vidyard.com\/embed\/v4.js\"><\/script><img decoding=\"async\"  style=\"width: 100%; margin: auto; display: block;\"  class=\"vidyard-player-embed\"  src=\"https:\/\/play.vidyard.com\/wJAg8rAfBwBkxTnJ9cdjJJ.jpg\"  data-uuid=\"wJAg8rAfBwBkxTnJ9cdjJJ\"  data-v=\"4\"  data-type=\"inline\"  data-width=\"500\"  data-height=\"281\"\/>\n<\/div><figcaption class=\"wp-element-caption\"><em>How does Einstein Copilot empower teams to work faster?<\/em><\/figcaption><\/figure>\n\n\n\n<p>Einstein Copilot brings together an intuitive interface for interacting with AI, world-class AI models, and deep integration of the data and metadata needed to benefit from AI.&nbsp;<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><span class=\"js-twitter-inline\">Einstein Copilot is the only copilot with the ability to truly understand what is going on with your customer relationships.<\/span><\/p>\n<cite><strong>Marc Benioff, Chair &amp; CEO, Salesforce<\/strong><\/cite><\/blockquote>\n\n\n\n<p>All of this means Einstein Copilot, which is integrated with all Salesforce CRM applications, will provide a significant productivity boost, improve customer experiences, and increase margins.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Sales professionals<\/strong> can accelerate deal closures by summarizing records or generating customized communications to provide more personalized client engagement.<\/li>\n\n\n\n<li><strong>Service teams <\/strong>can streamline case resolution and boost customer satisfaction by surfacing relevant answers, offers, and data from disparate systems.<\/li>\n\n\n\n<li><strong>Financial service companies <\/strong>can simplify client onboarding and craft personalized financial plans by automating data collection and analysis, enabling advisors to dedicate more time to client relationships and strategic advice.&nbsp;<\/li>\n\n\n\n<li><strong>Marketing pros <\/strong>can simplify the development of new campaigns, create website landing pages based on personalized consumer browsing and buying preferences, and easily create contact forms that populate based on unified customer profile data from across the Salesforce platform. Following online purchases, Einstein Copilot can also automatically generate customer surveys, which help businesses increase long-term engagement and encourage future orders.<\/li>\n\n\n\n<li><strong>Ecommerce retailers <\/strong>can tap Einstein Copilot for step-by-step assistance in building high-converting digital storefronts as well as customize and design different storefront components simply through conversation. Users can have Einstein Copilot automate complex tasks like managing multi-product catalog data and with the power of generative AI, Einstein Copilot can develop product descriptions in multiple languages, personalized product promotions, and SEO metadata that help drive conversions.<\/li>\n\n\n\n<li><strong>Developers <\/strong>can supercharge their productivity by prompting Einstein Copilot using natural language to generate Apex code, suggest more effective and accurate code, and proactively scan for any code vulnerabilities \u2014 all from within the developer environment.<\/li>\n\n\n\n<li><strong>Data analysts <\/strong>working in Tableau can enjoy productivity gains. Using the conversational interface, analysts can go from raw to actionable insights with just a few prompts. Einstein Copilot helps perform faster data exploration, build relevant visualizations based on best practices, automate repetitive tasks, and promote efficient data curation.<\/li>\n<\/ul>\n\n\n\n<aside class=\"contextual-driver has-text-align-left contextual-driver--evergreen\">\n\t<header class=\"tidbit-header\">\n\t\t<h2 class=\"tidbit-head\">\n\t\t\tIntroducing the Data Cloud Spring \u201824 Release\t\t<\/h2>\n\t<\/header>\n\t<div class=\"tidbit-body\">\n\t\t<p>Data Cloud makes all enterprise data actionable in every Salesforce application and workflow<\/p>\t<\/div>\n\t\t\t<p class=\"tidbit-link label\">\n\t\t\t<a class=\"label has-right-arrow has-right-arrow--small\" href=\"https:\/\/www.salesforce.com\/uk\/news\/stories\/data-cloud-tdx-news\" target=\"_blank\">\n\t\t\t\t<span>READ THE NEWS<\/span>\n\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 14 10\">\n\t<path d=\"M13.92 5.38a1 1 0 000-.76.9.9 0 00-.17-.26.25.25 0 000-.07l-4-4a1 1 0 00-1.46 1.42L10.59 4H1.07a1 1 0 000 2h9.52l-2.3 2.29a1 1 0 000 1.42 1 1 0 001.42 0l4-4a.25.25 0 000-.07.9.9 0 00.21-.26z\" \/>\n<\/svg>\n\t\t\t<\/a>\n\t\t<\/p>\n\t\t\t\t<img class=\"tidbit img-evergreen\"\n\t\tsrcset=\"\n\t\t\thttps:\/\/www.salesforce.com\/uk\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-evergreen-large@0.5x.png 84w,\n\t\t\thttps:\/\/www.salesforce.com\/uk\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-evergreen-large@1x.png 168w,\n\t\t\thttps:\/\/www.salesforce.com\/uk\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-evergreen-large@2x.png 336w\n\t\t\"\n\t\tsrc=\"https:\/\/www.salesforce.com\/uk\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-evergreen-large@1x.png\"\n\t\talt=\"Illustration of evergreen\"\n\t\tsizes=\"(min-width:1024px) 175px, 130px\"\n\t>\n\t<\/aside>\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-can-companies-customize-einstein-copilot\">How can companies customize Einstein Copilot?<\/h2>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How Can You Adapt Einstein Copilot to Your Business? | Salesforce\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/_gbUH7CBSVM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><figcaption class=\"wp-element-caption\"><em>How companies can customize Einstein Copilot for their business.<\/em><\/figcaption><\/figure>\n\n\n\n<p>Users can customize Einstein Copilot and<strong> <\/strong>seamlessly embed AI prompts and actions across any CRM app with <a href=\"https:\/\/www.salesforce.com\/uk\/products\/einstein-ai-builders\/\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein 1 Studio<\/a>, a set of low-code tools deeply integrated with Data Cloud.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Prompt Builder:<\/strong> A low-code prompt management tool that helps users create custom, reusable AI prompts in the flow of work, broadening the use of generative AI beyond conversational interfaces.&nbsp;<\/li>\n\n\n\n<li><strong>Copilot Builder:<\/strong> A library of actions, or capabilities, that users can choose from to customize their AI assistant. For example, users can use it to configure their AI assistant to perform tasks like updating an account record or getting a shipping update.&nbsp;<\/li>\n\n\n\n<li><strong>Model Builder:<\/strong> A capability that allows users to \u2018bring your own LLM\u2019 \u2014 including those from Anthropic, Hugging Face, Google, and OpenAI \u2014 to power custom Einstein Copilot functionality.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-does-salesforce-ensure-trust-in-einstein-copilot\">How does Salesforce ensure trust in Einstein Copilot?<\/h2>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vidyard wp-block-embed-vidyard\"><div class=\"wp-block-embed__wrapper\">\n<script type=\"text\/javascript\" async src=\"https:\/\/play.vidyard.com\/embed\/v4.js\"><\/script><img decoding=\"async\"  style=\"width: 100%; margin: auto; display: block;\"  class=\"vidyard-player-embed\"  src=\"https:\/\/play.vidyard.com\/dTH6jn58JTV61G3GDg74to.jpg\"  data-uuid=\"dTH6jn58JTV61G3GDg74to\"  data-v=\"4\"  data-type=\"inline\"  data-width=\"500\"  data-height=\"281\"\/>\n<\/div><figcaption class=\"wp-element-caption\"><em>How do we deploy conversational AI that we can trust?&nbsp;<\/em><\/figcaption><\/figure>\n\n\n\n<p>Trust couldn\u2019t be more important to today\u2019s businesses. In fact, <a href=\"https:\/\/www.salesforce.com\/news\/stories\/customer-engagement-research-2023\/\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce research<\/a> found the likelihood of business buyers using AI to improve their experiences declined in 2023 compared to the previous year. Another study found that <a href=\"https:\/\/www.salesforce.com\/uk\/news\/stories\/trust-in-ai\/\" target=\"_blank\" rel=\"noreferrer noopener\">most people (57%)<\/a> do not <a href=\"https:\/\/www.salesforce.com\/news\/stories\/trust-in-ai\/\" target=\"_blank\" rel=\"noreferrer noopener\">trust AI<\/a>.\u00a0<\/p>\n\n\n\n<p>Einstein Copilot addresses such concerns by serving up trusted AI interactions with privacy and security measures provided by the <a href=\"https:\/\/www.salesforce.com\/uk\/products\/secure-ai\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein Trust Layer<\/a>. Every AI interaction passes through the Einstein Trust Layer, part of Salesforce\u2019s Einstein 1 Platform, which can perform functions like masking personally identifiable information (PII), scoring outputs for toxicity, and helping to protect information from unauthorized access and data breaches through zero-data retention from Salesforce\u2019s LLM partners.\u00a0<\/p>\n\n\n\n<p>New to the Einstein Trust Layer is customer-configured data masking, enabling admins to select the fields they want to mask, providing greater control. Additionally, the audit trail and feedback data collected from AI prompts and responses is now stored in Data Cloud, where it can be easily reported on or used for automated alerts through Flow and other Einstein 1 Platform tools.&nbsp;<\/p>\n\n\n\n<p>Salesforce believes trusted AI needs a <a href=\"https:\/\/www.salesforce.com\/uk\/news\/stories\/human-at-the-helm\" target=\"_blank\" rel=\"noreferrer noopener\">human at the helm<\/a>. Instead of asking humans to intervene in every individual AI interaction, Salesforce is designing more powerful, system-wide controls that let humans focus on the high-risk items that really need their attention. In other words, humans let the AI row the boat but remain very much in charge of steering the ship. This means customers can get the very best from both human and machine intelligence.\u00a0<\/p>\n\n\n\n<aside class=\"contextual-driver has-text-align-left contextual-driver--evergreen\">\n\t<header class=\"tidbit-header\">\n\t\t<h2 class=\"tidbit-head\">\n\t\t\tWhy trusted AI needs a human at the helm.\t\t<\/h2>\n\t<\/header>\n\t<div class=\"tidbit-body\">\n\t\t<p><\/p>\t<\/div>\n\t\t\t<p class=\"tidbit-link label\">\n\t\t\t<a class=\"label has-right-arrow has-right-arrow--small\" href=\"https:\/\/www.salesforce.com\/uk\/news\/stories\/human-at-the-helm\" target=\"_blank\">\n\t\t\t\t<span>READ THE FULL BYLINE FROM PAULA GOLDMAN<\/span>\n\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 14 10\">\n\t<path d=\"M13.92 5.38a1 1 0 000-.76.9.9 0 00-.17-.26.25.25 0 000-.07l-4-4a1 1 0 00-1.46 1.42L10.59 4H1.07a1 1 0 000 2h9.52l-2.3 2.29a1 1 0 000 1.42 1 1 0 001.42 0l4-4a.25.25 0 000-.07.9.9 0 00.21-.26z\" \/>\n<\/svg>\n\t\t\t<\/a>\n\t\t<\/p>\n\t\t\t\t<img class=\"tidbit img-evergreen\"\n\t\tsrcset=\"\n\t\t\thttps:\/\/www.salesforce.com\/uk\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-evergreen-large@0.5x.png 84w,\n\t\t\thttps:\/\/www.salesforce.com\/uk\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-evergreen-large@1x.png 168w,\n\t\t\thttps:\/\/www.salesforce.com\/uk\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-evergreen-large@2x.png 336w\n\t\t\"\n\t\tsrc=\"https:\/\/www.salesforce.com\/uk\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-evergreen-large@1x.png\"\n\t\talt=\"Illustration of evergreen\"\n\t\tsizes=\"(min-width:1024px) 175px, 130px\"\n\t>\n\t<\/aside>\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-will-einstein-copilot-shape-the-future-of-crm-nbsp\">How will Einstein Copilot shape the future of CRM?&nbsp;<\/h2>\n\n\n\n<p>Copilot is the first glimpse into a future where people primarily interact with software using conversational interfaces rather than clicking buttons, and will <a href=\"https:\/\/www.salesforce.com\/uk\/news\/stories\/what-is-artificial-general-intelligence\/\" target=\"_blank\" rel=\"noreferrer noopener\">fundamentally\u00a0change the way people use technology<\/a>.<\/p>\n\n\n\n<p>By integrating Einstein Copilot into Salesforce\u2019s Einstein 1 Platform, businesses of all sizes can take full advantage of generative AI.&nbsp;<\/p>\n\n\n\n<p>Just by asking a question or giving an instruction, Einstein Copilot can free up time for more strategic work by automating repetitive tasks and providing users with easy access to information. Copilot also analyzes data to provide insights that would be difficult or time-consuming for humans to uncover. These insights can help businesses make better decisions about everything, ranging from sales and marketing strategies to product development and customer service.<\/p>\n\n\n\n<p>New Einstein Copilot capabilities, such as the customization available through <a href=\"https:\/\/www.salesforce.com\/uk\/news\/press-releases\/2023\/09\/12\/ai-einstein-news-dreamforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein 1 Studio<\/a>, allow businesses to build and customize their own AI assistants with skills and prompts that fit their needs.\u00a0<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-can-customers-get-einstein-copilot\">How can customers get Einstein Copilot?<\/h2>\n\n\n\n<p>Customers can access Einstein Copilot by purchasing Einstein 1 Editions or by adding it on to Enterprise or Unlimited Editions. Detailed pricing information is available <a href=\"https:\/\/www.salesforce.com\/uk\/editions-pricing\/overview\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>.\u00a0<\/p>\n\n\n\n<p>Einstein Copilot is available globally now for <a href=\"https:\/\/www.salesforce.com\/uk\/products\/sales\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Sales Cloud<\/a> and <a href=\"https:\/\/www.salesforce.com\/products\/uk\/service-cloud\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Service Cloud<\/a> and will be available in <a href=\"https:\/\/www.salesforce.com\/uk\/products\/marketing\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Marketing Cloud<\/a> later in 2024. Additionally, Einstein Copilot for <a href=\"https:\/\/www.tableau.com\/uk\" target=\"_blank\" rel=\"noreferrer noopener\">Tableau<\/a> will be launching in the second half of this year. Tableau currently supports generative AI capabilities with <a href=\"https:\/\/www.salesforce.com\/uk\/news\/stories\/tableau-pulse-general-availability-news\/\" target=\"_blank\" rel=\"noreferrer noopener\">Tableau Pulse<\/a> and <a href=\"https:\/\/www.tableau.com\/products\/tableau-ai\" target=\"_blank\" rel=\"noreferrer noopener\">Tableau Copilot<\/a> (now in Beta). Einstein Copilot initially supports data residency in the United States and the English language.\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-go-deeper\">Go deeper:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Read the <a href=\"https:\/\/www.salesforce.com\/uk\/news\/press-releases\/2024\/02\/27\/einstein-copilot-news\/\" target=\"_blank\" rel=\"noreferrer noopener\">news announcing<\/a> Einstein Copilot\u2019s arrival and <a href=\"https:\/\/www.salesforce.com\/einsteincopilot?d=cta-body-promo-8%20&amp;_ga=2.69798160.1845643750.1709562737-397861404.1697821749&amp;_gl=1*1ej9s8a*_ga*Mzk3ODYxNDA0LjE2OTc4MjE3NDk.*_ga_3VHBZ2DJWP*MTcwOTU4NDA1My4yNDEuMS4xNzA5NTg1MDUxLjAuMC4w\" target=\"_blank\" rel=\"noreferrer noopener\">watch the video<\/a><\/li>\n\n\n\n<li>See how Salesforce is <a href=\"https:\/\/www.salesforce.com\/uk\/news\/stories\/salesforce-research-ai-story\/\" target=\"_blank\" rel=\"noreferrer noopener\">applying<\/a> more than a decade of AI research to usher in a new era of productivity<\/li>\n\n\n\n<li>Read why Salesforce\u2019s leading AI minds say <a href=\"https:\/\/www.salesforce.com\/uk\/news\/stories\/trust-in-ai\/\" target=\"_blank\" rel=\"noreferrer noopener\">trust is job number one<\/a> for developing AI<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Salesforce released Einstein Copilot, a customizable, conversational, generative AI assistant, and we\u2019re answering the big questions about what it is and what it can do for businesses.\u00a0 Einstein Copilot combines the power of Salesforce CRM with the convenience of an AI assistant that interacts with users in a conversational way.&nbsp; Unlike other AI assistants or [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"sf_subhead":"","sf_i18n_disclaimer":false,"_jetpack_memberships_contains_paid_content":false,"alternateThumbnailId":69866,"sf_product_cta_id":0,"footnotes":""},"categories":[],"tags":[],"sf_content_type":[3994],"sf_theme":[4064,3985],"sf_topic":[3978,4009,4053,3986,3982,4056,4058,4016,4095,4123],"sf_product":[3997,4001,4000,4052,4290,4345,4003,4022],"sf_industry":[],"sf_role":[],"sf_multimedia_asset":[],"sf_location":[4301],"sf_collection":[6346,6345],"sf_visibility":[],"coauthors":[],"class_list":["post-69822","post","type-post","status-publish","format-standard","hentry","sf_content_type-snapshots","sf_theme-artificial-intelligence","sf_theme-digital-transformation","sf_topic-artificial-intelligence","sf_topic-customer-360","sf_topic-customer-service-and-support","sf_topic-digital-transformation","sf_topic-innovation","sf_topic-marketing","sf_topic-sales","sf_topic-technology","sf_topic-technology-ethics","sf_topic-trailblazerdx","sf_product-commerce-cloud","sf_product-marketing-cloud","sf_product-service-cloud","sf_product-customer-360","sf_product-data-cloud","sf_product-einstein","sf_product-sales-cloud","sf_product-salesforce-platform","sf_location-global","sf_collection-einstein-1","sf_collection-tdx-2024"],"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>Einstein Copilot In-Depth: What It Is, How It Works, and What It Can Do - Salesforce<\/title>\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\/uk\/news\/stories\/about-einstein-copilot\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Einstein Copilot In-Depth: What It Is, How It Works, and What It Can Do\" \/>\n<meta property=\"og:description\" content=\"Salesforce released Einstein Copilot, a customizable, conversational, generative AI assistant, and we\u2019re answering the big questions about what it is and what it can do for businesses.\u00a0 Einstein Copilot combines the power of Salesforce CRM with the convenience of an AI assistant that interacts with users in a conversational way.&nbsp; 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