Using an AI assistant is becoming the norm, especially for companies looking to stay ahead in fast-paced environments where efficiency can make or break lucrative deals. But what many leaders don’t realize is that AI copilots — think chatbots that are powered by generative AI — can take specific actions that are tailored to their business. Whether that means summarizing online information in real time, automatically updating customer relationship management (CRM) records, or using historical data to resolve customer service cases faster, custom copilot actions can help change the way you work.
Our teams at Salesforce brainstormed an assortment of use cases where custom actions within our product, Einstein Copilot, can automate tedious but necessary tasks. We hope these examples show how taking advantage of a generative AI conversational assistant can help you work in a whole new way across your business.
1. Use a text-to-speech copilot action to personalize sales
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