Salesforce yesterday announced the public beta availability of its much-touted Einstein Copilot, a conversational and generative AI assistant for CRM. Einstein Copilot was first announced as a prototype last year at the company’s Dreamforce Conference in September.
With the beta release, the AI assistant will be accessible to a larger base of customers.
So what makes Einstein Copilot standout? The company says, unlike other AI assistants or copilots that lack adequate company data to generate useful responses, Einstein Copilot enables customers to generate responses using their own private and trusted data. This is made possible by combining a conversational UI, a foundational large language model, and trusted company data.
“AI is the single most important moment in the history of our industry. It will deepen customer relationships, increase productivity and drive higher margins at every company,” said Marc Benioff, Chair & CEO, Salesforce. “Our new Einstein Copilot brings together an amazing intuitive interface for interacting with AI, world-class AI models and above all deep integration of the data and metadata needed to benefit from AI. Einstein Copilot is the only copilot with the ability to truly understand what is going on with your customer relationships.”
Einstein Copilot, said the company, grounds its responses with trusted business data from Data Cloud to provide the necessary context for the highest quality outputs. This allows Einstein Copilot to generate more precise and tailored responses based on trusted company data. Additionally, the Einstein Trust Layer performs functions like masking personally identifiable information (PII), scoring outputs for toxicity, and helping to protect information from unauthorized access and data breaches through zero-data retention from Salesforce’s LLM partners.
Salesforce also released the findings of a new research by Slack that underscores the role of AI tools in improving productivity. According to the research, 86% of IT executives believe that generative AI will have a major impact on their companies and AI use in the workplace accelerated 24% in the past quarter alone. And, 80% of employees using AI say that it is already improving their productivity. This increased AI adoption indicates that AI is becoming a crucial tool for accomplishing practical business tasks throughout an organization, the company stated.
The company also highlighted some sample use cases of the AI assistant, including-
- how salespeople can accelerate deal closures by summarizing records or generating customized communications to provide more personalized client engagement
- how customer service and field service agents can streamline case resolution and boost customer satisfaction by surfacing relevant answers, offers, and data from disparate systems
- how financial service companies can simplify client onboarding and craft personalized financial plans by automating data collection and analysis, enabling advisors to dedicate more time to client relationships and strategic advice
