{"id":70257,"date":"2024-04-25T00:15:00","date_gmt":"2024-04-25T07:15:00","guid":{"rendered":"https:\/\/www.salesforce.com\/?post_type=sf_press_release&#038;p=70257"},"modified":"2024-04-25T13:44:13","modified_gmt":"2024-04-25T12:44:13","slug":"einstein-copilot-general-availability","status":"publish","type":"sf_press_release","link":"https:\/\/www.salesforce.com\/uk\/news\/press-releases\/2024\/04\/25\/einstein-copilot-general-availability\/","title":{"rendered":"Salesforce Announces General Availability of Einstein Copilot Along with New Einstein Copilot Actions for Sellers and Tools for Driving Enterprise AI Adoption"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em>Einstein Copilot, Salesforce\u2019s conversational AI assistant, is now generally available with new out-of-the-box actions for driving sales productivity<\/em><\/p>\n\n\n\n<p class=\"has-text-align-center\"><em>New Copilot Analytics enables admins to track and audit usage of Einstein Copilot, uncovering trends in adoption to scale deployments<\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>San Francisco \u2014 April 25, 2024 \u2013 <\/strong>Today, Salesforce (NYSE: CRM) announced the general availability of <a href=\"https:\/\/www.salesforce.com\/einsteincopilot\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein Copilot<\/a>, the conversational AI assistant for CRM, along with new capabilities designed to enhance seller productivity and scale adoption of generative AI.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introducing-new-sales-actions\">Introducing new sales actions<\/h2>\n\n\n\n<p>For <a href=\"https:\/\/www.salesforce.com\/uk\/news\/stories\/25th-birthday-feature\/\" target=\"_blank\" rel=\"noreferrer noopener\">25 years<\/a>, Salesforce has been helping sales teams find, win, and keep customers across every facet of the sales cycle \u2013 from prospecting and activity tracking to forecasting and revenue operations \u2013 all of which can be tailored to a customer\u2019s business through customizable metadata. Salesforce is using this wealth of experience to collapse the most common and valuable seller processes into conversational AI interactions grounded on an organization\u2019s business-specific data and metadata, and delivered at scale through new analytics and testing tools.<\/p>\n\n\n\n<p>A key component of this metadata, and unique to Einstein Copilot, are <strong>Copilot Actions<\/strong> \u2014 pre-programmed capabilities that enable Einstein Copilot to not only answer questions using business data, but also string together workflows to get things done on behalf of users. In fact, in the recent \u201c<a href=\"https:\/\/www.salesforce.com\/news\/stories\/trusted-ai-data-statistics\/\" target=\"_blank\" rel=\"noreferrer noopener\">Your Data, Your AI<\/a>\u201d survey, more than half of workers said AI grounded on private company data builds their trust in the tool.<\/p>\n\n\n\n<p>Today, Salesforce is increasing its library of actions with new capabilities where sellers can benefit from conversational AI directly in <a href=\"https:\/\/www.salesforce.com\/uk\/products\/sales-cloud\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Sales Cloud<\/a>. Instead of navigating to a bespoke AI tool disconnected from their CRM, sales reps can simply open up Einstein Copilot and ask for a personalized close plan, insights on why an opportunity may not close in the month, or check if pricing was discussed on a recent call \u2013 which means more time focused on the customer and less time sifting through data and screens. Einstein Copilot includes a reasoning engine that can interpret user requests and dynamically automate tasks from a library of actions, ensuring every new action expands the breadth of use cases it can support \u2014 and it does so without the need to train or fine-tune a large language model (LLM).<\/p>\n\n\n\n<aside class=\"contextual-driver has-text-align-left contextual-driver--einstein\">\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>Conversational AI for your CRM. Grounded in your company data.<\/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\/einsteincopilot\/?d=cta-body-promo-8%20\" target=\"_blank\">\n\t\t\t\t<span>LEARN MORE<\/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-einstein\"\n\t\tsrcset=\"\n\t\t\thttps:\/\/www.salesforce.com\/uk\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-einstein-large@0.5x.png 84w,\n\t\t\thttps:\/\/www.salesforce.com\/uk\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-einstein-large@1x.png 168w,\n\t\t\thttps:\/\/www.salesforce.com\/uk\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-einstein-large@2x.png 336w\n\t\t\"\n\t\tsrc=\"https:\/\/www.salesforce.com\/uk\/news\/wp-content\/themes\/newsroom\/assets\/images\/article-tidbit-einstein-large@1x.png\"\n\t\talt=\"Illustration of einstein\"\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-dive-deeper-into-what-s-new\">Dive deeper into what\u2019s new<\/h2>\n\n\n\n<p>Einstein Copilot now includes new sales actions for boosting seller productivity across an array of cross-functional use cases:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Close Plans: <\/strong>To accelerate time to close, sales reps and managers can have Einstein Copilot create a grounded, personalized close plan for an opportunity with step-by-step tactics based on historical opportunity and account data as well as recommended dates of action.<\/li>\n\n\n\n<li><strong>Forecast Guidance: <\/strong>Sales managers can understand and de-risk forecasts through Einstein Copilot. They can ask questions such as \u201cwhat deals are at risk?\u201d and receive a summarized list of deals that could explain why a member of their team might not hit their quota.<\/li>\n\n\n\n<li><strong>Call Explorer: <\/strong>Using <a href=\"https:\/\/www.salesforce.com\/uk\/news\/stories\/retrieval-augmented-generation-explained\/\" target=\"_blank\" rel=\"noreferrer noopener\">retrieval augmented generation (RAG)<\/a>, which enables companies to use their structured and unstructured proprietary data to make AI more trusted and relevant, sales reps can query prior call transcripts captured in Einstein Conversation Insights, asking questions such as \u201cwhat was the customer sentiment on this call?\u201d and receiving a semantically relevant answer scoped to that call to avoid hallucinations.<\/li>\n\n\n\n<li><strong>Follow-Up Emails:<\/strong> To facilitate deal progression, sales reps can have Einstein Copilot craft customized follow-up emails based on prior calls, helping move deals along.&nbsp;<\/li>\n\n\n\n<li><strong>Einstein Copilot in Sales Cloud Everywhere: <\/strong>Customers can<strong> <\/strong>take Einstein Copilot everywhere they work. They can research prospects, get up-to-speed on deals, and draft outreach from any webpage with <a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=sf.sf_chrome_extension.htm&amp;language=en_US&amp;type=5\" target=\"_blank\" rel=\"noreferrer noopener\">Sales Cloud Everywhere<\/a>.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\"><div class=\"wp-block-image__wrapper\">\n<figure class=\"aligncenter size-large\"><a href=\"#\" class=\"wp-block-image__modal-toggle\" aria-expanded=\"false\" data-modal-id=\"76865-modal\"><span class=\"screen-reader-text\">Open Image Modal<\/span><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2024\/04\/closeplangif.gif?w=1024\" alt=\"\" class=\"wp-image-0\"\/><\/a><figcaption class=\"wp-element-caption\"><em>Einstein Copilot creates a Close Plan.<\/em><\/figcaption><\/figure>\n<div id=\"76865-modal\" class=\"image-modal\" aria-hidden=\"true\" aria-labelledby=\"image-dialog-title\"><div class=\"image-modal__overlay\" tabindex=\"-1\" data-a11y-dialog-hide><\/div><div class=\"image-modal__content\" role=\"dialog\"><button class=\"image-modal__close-button\" type=\"button\" data-a11y-dialog-hide aria-label=\"Close this image dialog window\"><svg viewBox=\"0 0 26 25\" height=\"16\" width=\"16\" fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><rect x=\".626\" y=\"22.753\" width=\"32\" height=\"3\" rx=\"1.5\" transform=\"rotate(-45 .626 22.753)\"\/><rect x=\"2.747\" y=\".125\" width=\"32\" height=\"3\" rx=\"1.5\" transform=\"rotate(45 2.747 .125)\"\/><\/svg><\/button><h1 id=\"image-dialog-title\" class=\"screen-reader-text\">Image Modal<\/h1>\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2024\/04\/closeplangif.gif?w=1024\" alt=\"\" class=\"wp-image-0\"\/><figcaption class=\"wp-element-caption\"><em>Einstein Copilot creates a Close Plan.<\/em><\/figcaption><\/figure>\n<\/div><\/div><\/div><\/div>\n\n\n<p>In addition to these new capabilities for sellers, Einstein Copilot is introducing platform enhancements that make every conversational AI experience better:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Copilot Analytics: <\/strong>Admins can visualize usage of Einstein Copilot through a pre-configured analytics dashboard, enabling them to understand and accelerate Einstein Copilot adoption by dissecting key metrics such as actions used, average interactions per user, and success rates to help businesses drive and measure ROI from AI.<\/li>\n\n\n\n<li><strong>Recommended Actions:<\/strong> Teams are now empowered to quickly complete any task with recommended actions in the flow of work. Instead of typing in a request, Einstein Copilot surfaces single-click standard actions specific to the page a user is on, such as \u201csummarize opportunity\u201d on the opportunity page or \u201cdraft an email\u201d on the contact page.<\/li>\n\n\n\n<li><strong>Einstein Copilot on the Salesforce Mobile App: <\/strong>For AI-powered productivity in the flow of work, including on-the go, Einstein Copilot is now live on the Salesforce mobile app, with voice-to-text functionality for mobile users that enables them to simply talk with their data and workflows.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\"><div class=\"wp-block-image__wrapper\">\n<figure class=\"aligncenter size-large\"><a href=\"#\" class=\"wp-block-image__modal-toggle\" aria-expanded=\"false\" data-modal-id=\"76866-modal\"><span class=\"screen-reader-text\">Open Image Modal<\/span><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2024\/04\/image-138.png?w=721\" alt=\"\" class=\"wp-image-0\"\/><\/a><figcaption class=\"wp-element-caption\"><em>Einstein Copilot Analytics dashboard.<\/em><\/figcaption><\/figure>\n<div id=\"76866-modal\" class=\"image-modal\" aria-hidden=\"true\" aria-labelledby=\"image-dialog-title\"><div class=\"image-modal__overlay\" tabindex=\"-1\" data-a11y-dialog-hide><\/div><div class=\"image-modal__content\" role=\"dialog\"><button class=\"image-modal__close-button\" type=\"button\" data-a11y-dialog-hide aria-label=\"Close this image dialog window\"><svg viewBox=\"0 0 26 25\" height=\"16\" width=\"16\" fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><rect x=\".626\" y=\"22.753\" width=\"32\" height=\"3\" rx=\"1.5\" transform=\"rotate(-45 .626 22.753)\"\/><rect x=\"2.747\" y=\".125\" width=\"32\" height=\"3\" rx=\"1.5\" transform=\"rotate(45 2.747 .125)\"\/><\/svg><\/button><h1 id=\"image-dialog-title\" class=\"screen-reader-text\">Image Modal<\/h1>\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2024\/04\/image-138.png?w=721\" alt=\"\" class=\"wp-image-0\"\/><figcaption class=\"wp-element-caption\"><em>Einstein Copilot Analytics dashboard.<\/em><\/figcaption><\/figure>\n<\/div><\/div><\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-a-unified-ai-assistant-powered-by-trusted-data-and-metadata\">A unified AI assistant powered by trusted data and metadata<\/h2>\n\n\n\n<p>Einstein Copilot stands out from other AI assistants and chat solutions because it is a unified conversational AI assistant built on the <a href=\"https:\/\/www.salesforce.com\/uk\/products\/platform\/overview\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein 1 Platform<\/a>, grounded in company-specific data stored within <a href=\"https:\/\/www.salesforce.com\/uk\/data\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Data Cloud<\/a>, and connected to Salesforce metadata \u2014 the data that describes a customer\u2019s unique business configurations.<\/p>\n\n\n\n<p>With this metadata framework, a sales rep can ask Einstein Copilot questions like \u201cCan you create an email for my top open deal this week?\u201d A typical LLM can&#8217;t find the relevant output just from the data. It has to know what a deal means and where to locate the relevant data to answer the question. Unlike data, which refers to \u200crecords within Salesforce (such as accounts, contact details, and sales opportunities), metadata describes the layout, behavior, and relationships of the data. Einstein Copilot can use this metadata to interpret the user&#8217;s prompt with complete context, working with the LLM to choose the relevant fields \u2013 in this case, for the top open deals related to the particular user \u2014 then create a personalized email for the salesperson.<\/p>\n\n\n\n<p>All of these interactions with Einstein Copilot are securely mediated 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>, which employs security and privacy measures including data masking, a zero-retention architecture to ensure data is never stored outside Salesforce, toxicity detection to safeguard responses, and a customer-owned audit trail to enable AI-driven productivity without compromising on trust.<\/p>\n\n\n\n<p><strong>What\u2019s next: <\/strong>Salesforce is investing in a deep library of persona- and industry-specific actions that expand the range of tasks Einstein Copilot can perform. In addition to today\u2019s news around sales actions and <a href=\"https:\/\/www.salesforce.com\/uk\/news\/stories\/einstein-copilot-for-health\/\" target=\"_blank\" rel=\"noreferrer noopener\">banking actions<\/a>, as well as previously released <a href=\"https:\/\/www.salesforce.com\/uk\/news\/stories\/einstein-copilot-for-health\/\" target=\"_blank\" rel=\"noreferrer noopener\">health actions<\/a> and <a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=sf.copilot_actions_ref_answer_questions_with_knowledge.htm&amp;type=5\" target=\"_blank\" rel=\"noreferrer noopener\">service actions<\/a>, such as AI-generated replies grounded in a customer\u2019s knowledge base, Salesforce is developing new marketing actions that accelerate campaign creation, commerce actions that assist shoppers, as well as the ability to turn MuleSoft APIs into custom actions that enable Einstein Copilot to cascade work across multiple systems.<\/p>\n\n\n\n<p><strong>The customer perspective:<\/strong> Customers like ADP are leveraging Einstein Copilot and the Einstein 1 Platform to drive greater productivity and enhance the human capital management client experience.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201cWe are incredibly excited to continue exploring new ways to optimize our client interactions, from understanding their unique needs to providing tailored solutions and support,\u201d said Max Li, Global Chief Information Officer, ADP. \u201cLeveraging Salesforce\u2019s generative AI capabilities with the power of our data and expertise, we are empowering our service associates with the insights they need to deliver an exceptional client experience.\u201d&nbsp;<\/li>\n<\/ul>\n\n\n\n<p><strong>The Salesforce perspective: <\/strong>\u201cAs we continue the rapid pace of innovation, this is an exciting step forward in conversational AI for enterprises,\u201d said Adam Evans, SVP Product, Salesforce AI Platform. \u201cWith this release, every organization can now deploy a trusted AI assistant grounded in their unique business data and metadata that can assist users with a multitude of actions, automating complex processes and improving productivity.\u201d<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>With this release, every organization can now deploy a trusted AI assistant grounded in their unique business data and metadata that can assist users with a multitude of actions, automating complex processes and improving productivity.<\/p>\n<cite>Adam Evans, SVP Product, Salesforce AI Platform<\/cite><\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-customers-can-purchase-einstein-copilot\">How customers can purchase Einstein Copilot<\/h2>\n\n\n\n<p>Einstein 1 Editions provide organizations in every industry access to the best of Salesforce technology \u2014 including CRM, Einstein Copilot, Data Cloud, <a href=\"https:\/\/www.salesforce.com\/uk\/products\/analytics\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Slack<\/a>, and <a href=\"https:\/\/www.salesforce.com\/products\/analytics\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Tableau<\/a> \u2014\u00a0in a single offering, helping them transform their business and deliver stronger customer experiences. Customers can additionally access Einstein Copilot through Einstein add-on offerings to Enterprise and Unlimited Editions.\u00a0<\/p>\n\n\n\n<p>Customers looking to scale Einstein Copilot can also invest in the new <a href=\"https:\/\/www.salesforce.com\/uk\/news\/stories\/ai-implementation-data-governance-bundle\/\" target=\"_blank\" rel=\"noreferrer noopener\">AI Implementation Bundle<\/a>, which includes discounted sandbox environments and reduced-cost licenses for customizing and deploying conversational AI.<\/p>\n\n\n\n<p><strong>Availability:<\/strong> Einstein Copilot Sales actions, Service actions, and Copilot Analytics are generally available today.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-learn-more\">Learn more:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Learn more about <a href=\"https:\/\/www.salesforce.com\/einsteincopilot\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein Copilot&nbsp;<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.salesforce.com\/crm\/ai-crm\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Learn what makes Salesforce the #1 AI CRM<\/a> <\/li>\n\n\n\n<li>See how you can <a href=\"https:\/\/www.youtube.com\/watch?v=_gbUH7CBSVM&amp;list=PLnobS_RgN7JbHXRR7jaJWFQRvhQScaATL&amp;index=12\" target=\"_blank\" rel=\"noreferrer noopener\">adapt Einstein Copilot to your business<\/a><\/li>\n\n\n\n<li>Learn more about how Data Cloud unlocks data with zero copies <a href=\"https:\/\/www.salesforce.com\/uk\/news\/press-releases\/2024\/04\/25\/zero-copy-partner-network\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.salesforce.com\/uk\/products\/ai-for-sales\/\" target=\"_blank\" rel=\"noreferrer noopener\">Learn how to sell faster with Sales AI<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.salesforce.com\/blog\/sales\/\" target=\"_blank\" rel=\"noreferrer noopener\">Join the largest, most successful sales professional community<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Einstein Copilot, Salesforce\u2019s conversational AI assistant, is now generally available with new out-of-the-box actions for driving sales productivity New Copilot Analytics enables admins to track and audit usage of Einstein Copilot, uncovering trends in adoption to scale deployments San Francisco \u2014 April 25, 2024 \u2013 Today, Salesforce (NYSE: CRM) announced the general availability of Einstein [&hellip;]<\/p>\n","protected":false},"author":128,"featured_media":70287,"template":"","meta":{"sf_subhead":"","sf_i18n_disclaimer":false,"alternateThumbnailId":0,"sf_product_cta_id":0,"footnotes":""},"sf_content_type":[3977],"sf_theme":[4064],"sf_topic":[3978,3986],"sf_product":[6458],"sf_industry":[],"sf_role":[],"sf_multimedia_asset":[],"sf_location":[4301],"sf_collection":[],"sf_visibility":[],"coauthors":[3995],"class_list":["post-70257","sf_press_release","type-sf_press_release","status-publish","has-post-thumbnail","hentry","sf_content_type-news-announcements-product","sf_theme-artificial-intelligence","sf_topic-artificial-intelligence","sf_topic-digital-transformation","sf_product-einstein-copilot","sf_location-global"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - 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