Your company may be exploring Einstein Copilot – Salesforce’s artificial intelligence (AI) assistant – and learning about its capabilities to improve productivity. While Copilot comes out of the box with actions that make common tasks easy, you can also design custom ones. But there are a few aspects to consider before you design custom actions.
Let’s think through the considerations together:
What are Einstein Copilot Actions?
Do you need to design custom actions?
Collaboration is essential
Five tips for designing custom Copilot Actions
Keep exploring actions
What are Einstein Copilot Actions?
Einstein Copilot Actions are designed to help people in the flow of their work accomplish tasks and do their jobs more efficiently. In addition to being able to search for specific information about your data, Copilot will even use knowledge articles to answer questions when applicable.
Copilot can summarize records and their history. This is useful for people who may be looking at
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