Einstein Knowledge Edits

September 2, 2024in Generative AI

Get Quick Revisions on Knowledge Articles with Einstein Knowledge Edits (Beta)

Enhance your Knowledge articles quickly using Einstein generative AI with predefined revision styles. These styles can help improve grammar, conciseness, and readability. You can also customize these styles using the Prompt Builder to tailor the revisions to your business needs. This allows you to specify what information Einstein includes, how the content is formatted, and adjust the voice and tone.

Where: This feature is available in Unlimited and Enterprise editions with the Einstein for Service add-on in Lightning Experience.

Important: Einstein Knowledge Edits is currently in beta and is subject to Salesforce’s Beta Services Terms or a written Unified Pilot Agreement if executed by the Customer. Participation in this beta service is at the Customer’s discretion.

Who: To access Knowledge Edits, you must have the following enabled:

Einstein Generative AI
Salesforce Knowledge in Lightning Experience
Knowledge Creation
Prompt Builder (for customizing revisions)

Agents also need the Prompt Template User and Einstein Knowledge Creation permission sets.

How: To revise a Knowledge article:

Select Edit from the quick action menu on the article.
Click Revise with Einstein from the toolbar.
Choose a revision style from the dropdown menu:
- Revise for Conciseness: Simplifies language by removing filler words, qualifiers, and repetitive information.
- Revise for Grammar: Corrects typos, grammatical errors, spelling mistakes, and misplaced punctuation.
- Revise for Readability: Improves clarity by using simple language, converting passive voice to active voice, removing redundancies, using bullet points or lists, and rearranging text for better flow.
If you have custom templates, they will appear in the dropdown as well, such as a custom Revise for Friendly Tone option.
To revise specific text, highlight the portion and click Revise with Einstein.