With the emergence of ChatGPT in 2022, we glimpsed the vast potential of generative artificial intelligence to optimize tasks in various business areas such as sales, marketing, and programming. Since then, Salesforce, a global technology leader and pioneer in AI, has intensified efforts to integrate this new AI into its cloud platforms. The goal is to simplify interaction with its products, enrich data analysis and decision-making, facilitate content creation, and expand process automation.
The result of this effort is Einstein Copilot, a new tool available for customers with Enterprise or Unlimited licenses from Salesforce. Below, we detail what it is and how you can benefit from it.
What is Einstein Copilot?
Einstein Copilot is a powerful tool driven by generative artificial intelligence that seamlessly integrates with the user experience across all Salesforce applications.
Copilot simplifies work by allowing you to ask questions or give instructions in natural language. It also relies on unstructured data integrated into the Salesforce Data Cloud, which expands its capacity to understand a wide variety of data and generate personalized responses and actions.
Main Benefits of Copilot:
- Empowers users to create personalized assistants that adapt to each workflow.
- Guides users in their daily tasks, simplifying routine activities and freeing up to 30% of their time, improving overall productivity.
- Provides a unified view of all data, regardless of its source, making it easier to understand and analyze for more informed decision-making.
- Its ability to interpret unstructured data enables a tailored experience for customers based on their individual needs.
- Automatically suggests actions and action plans after each customer interaction, anticipating needs and enhancing service effectiveness.
- Creates messages, actions, and plans specifically customized for each customer.
- Prioritizes data security and privacy at all times.
Usage scenarios:
- Sales: It facilitates account research and meeting preparation while automatically updating information in Salesforce. Additionally, it highlights key aspects, gathers customer feedback, and extracts next steps from video calls, delving into specific details during customer interactions. It generates sales emails tailored to the tone and style of each customer, and even automatically drafts clauses for inclusion in contracts.
- Customer service: Automate personalized and relevant responses across various channels, such as email, SMS, live chat, or social media. Equip service teams to quickly resolve customer issues with generative responses integrated into their workflow. It also synthesizes complex support cases and field service requests.
- E-commerce: Facilitates the creation of digital stores with step-by-step assistance, automates complex tasks such as catalog management, and generates product descriptions in multiple languages, as well as personalized promotions and SEO metadata. Additionally, it allows for the design of custom websites with natural language instructions.
- Developers: Convert natural language instructions into Apex code, suggesting more effective and precise code. Proactively analyze code vulnerabilities from the development environment.
- Marketing: Automatically generates email copies for campaigns, creates smarter campaign segmentations, and designs customized landing pages based on consumers' shopping and browsing preferences. It also automatically generates contact forms for each unified customer profile and post-action surveys for online activities.
- Tableau: Streamlines the transformation of raw data into useful information through a conversational interface. It enhances analysts' productivity with a natural language assistant, creating relevant visualizations, automating repetitive tasks, and promoting efficient data hygiene.
Sand if you want to know more about Einstein Copilot, in Albira Solutions, estamos ready to introduce you to this artificial intelligence tool that is sure to leave a mark on you.