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Get Started with Einstein Copilot Custom Actions

February 27, 2024 by Gary Brandeleer Leave a Comment

As Salesforce continues to revolutionize how users interact with the Einstein 1 Platform, Einstein Copilot is poised to provide a new and exciting layer of artificial intelligence (AI)-powered conversations for your users.

Einstein Copilot is your trusted AI assistant for CRM — built into the flow of work for any application, employee, and department. With Einstein Copilot, Salesforce Admins will empower users with AI in the flow of work, configuring and deploying copilots to increase productivity. Once the copilot is activated, users can engage their copilot with questions and instructions, which are sent to the large language model (LLM) to identify and execute the most relevant business actions. Out-of-the-box actions, such as summarizing records and answering questions with Knowledge, help to complete business tasks faster and generate trusted, natural language responses grounded in your CRM data. Out of the box with the beta in the Spring ’24 release, Einstein Copilot

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