Salesforce launches Einstein Copilot for general availability

“Einstein has always been predicated on this notion that we’re going to deploy AI in an out-of-the-box way for use cases we know our customers are looking to us to solve, but always provide a customization option,” she said.

Greater ease of use

High-level users can leverage Copilot Builder in Einstein 1 Studio to build their own actions, but the beauty of the preprogrammed actions, Parulekar said, is that users can leverage them without having to train or fine-tune a large language model (LLM). For CRM use cases such as writing an email or providing forecast guidance that draws on well-defined customer data and workflows, users can simply enable those actions and go, she said.

“For our more sophisticated customers that might have data scientists, and maybe have built their own LLM [and] have the money and resources to train on their own corpus of data, they can absolutely do that,” Parulekar says. “But that’s a small fraction of our customer base. It’s all about flexibility and making sure that AI is not cost-prohibitive for our customers.”

Salesforce has also introduced new platform enhancements, including:

• Copilot Analytics. Parulekar said a preconfigured analytics dashboard can help admins visualize key Einstein Copilot metrics such as actions used, average interactions per user, and success rates.
• Recommended Actions. The Copilot can now recommend single-click standard actions specific to the page a user is on. Examples include “summarize opportunity” on the opportunity page, or “draft an email” on the contact page.
• Mobile app access. Einstein Copilot is now live on the Salesforce mobile app, and voice-to-text functionality gives mobile users the ability to talk with their data and workflows.

“With Copilot Analytics, folks can measure the efficacy, the usage they are getting out of Copilot — who’s using it, and what they’re asking,” Parulekar said. “Copilot Analytics is really a trust feature because you need to be able to measure something and understand how to improve it in order to trust it’s doing the thing you hope it is.”

Einstein Copilot, Copilot Sales Actions, and Copilot Analytics are all now generally available. Salesforce notes that customers looking to scale Einstein Copilot can invest in its new AI Implementation Bundle, which includes discounted sandbox environments, and reduced-cost licenses to customize and deploy conversational AI.