Customized Conversational AI Assistant

Create and Customize a Conversational AI Assistant for CRM

Einstein Copilot is your all-in-one CRM AI assistant, seamlessly integrated into every Salesforce application. It empowers teams to accelerate tasks with intelligent actions, deploy conversational AI with built-in trust, and easily scale a unified copilot across your organization. Customized Conversational AI Assistant.

Einstein 1 Studio

Customize and Enhance AI for CRM:
Einstein 1 Studio allows you to tailor Einstein Copilot to your specific business needs. Configure actions, prompts, and models to create a personalized AI experience. Users can interact with the AI using natural language, making task execution more intuitive and efficient.

Copilot Builder

Expand Einstein Copilot with Advanced Features:
Enhance Einstein Copilot by integrating actions with familiar Salesforce platform features like Flows, Apex code, and Mulesoft APIs. Convert workflows into copilot actions and test these interactions within a user-friendly interface, enabling you to monitor and refine your copilot’s performance.

Prompt Builder

Accelerate Employee Task Completion:
Design prompt templates that quickly summarize and generate content, helping employees complete tasks faster. Create prompts that draw from CRM data, Data Cloud, and external sources to make every business task more relevant. Develop prompts once and deploy them across Einstein Copilot, Lightning pages, and flows.

Model Builder

Integrate and Manage AI Models:
Incorporate your predictive AI models and large language models (LLMs) within Salesforce through the Einstein Trust Layer. Utilize no-code ML models in Data Cloud, and manage all your AI models from a centralized control platform, ensuring seamless operation and integration.

Deploy Trustworthy AI

Leverage Generative AI with Built-In Safeguards:
Einstein Copilot is designed to ensure the privacy and security of your data, while improving result accuracy and promoting responsible AI use across your organization. Built directly into the Salesforce Platform, the Einstein Trust Layer offers top-tier features and safeguards to ensure your AI deployments are trustworthy.

Dynamic Grounding: Enhance the accuracy and relevance of AI-generated results by incorporating organizational context from both structured and unstructured data sources, all while maintaining safety, security, and privacy.
Sensitive Data Masking: Protect your company’s and customers’ privacy by masking sensitive data within AI prompts.
Ethics and Inclusivity: Implement AI with Ethics by Design. Salesforce’s Ethics team has developed guiding principles for ethical and humane AI usage, embedded into the software’s design, development, and delivery. Our unique ethical AI policies ensure alignment with these principles.

“The combination of AI, data, and CRM allows us to help busy parents solve the ‘what’s for dinner’ dilemma with personalized recipe recommendations their family will love.”
— Heather Conneran, Director, Brand Experience Platforms, General Mills