Salesforce Japan Co., Ltd.
Salesforce launches Einstein Copilot, a conversational AI assistant for CRM that provides reliable AI answers based on corporate data ……
*This document is an abridged translation of the news release announced in the United States on February 27, 2024
(https://www.salesforce.com/news/press-releases/2024/02/27/einstein-copilot-news/) This is the version. The official language of this material is English, which shall prevail for its content and interpretation. The timing of general availability of the products described in this document in Japan has not been determined.
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Einstein Copilot provides trusted answers with a deep understanding of your customer relationships based on company-specific data and metadata.
Einstein Copilot is built natively across Salesforce apps to deliver a consistent user experience and dynamically automate question answering, content generation, and every action to increase
productivity and deepen customer relationships. , realizing improved profit margins
Salesforce customers can now access Einstein Copilot by upgrading to Salesforce’s Einstein 1 Edition, which combines Data Cloud, AI, and CRM in one product.
Salesforce today announced the launch of Einstein Copilot
(https://www.salesforce.com/jp/products/einstein-ai-solutions/), a new customizable and interactive generative AI assistant for CRM. We have announced the launch of a beta version.
Unlike other AI assistants and Copilot, which lack the right enterprise data to generate useful answers, Einstein Copilot enables Salesforce customers to leverage the trusted data they own to generate answers. It becomes possible. This allows Einstein Copilot to answer questions, summarize content, create new content, interpret complex conversations, and dynamically automate tasks on your behalf. All of this with a single, consistent user experience built directly into Salesforce’s #1 AI CRM application.
This is achieved through a combination of conversational UI, underlying large-scale language models, and trusted enterprise data, allowing Salesforce users to harness the power of generative AI and interact with applications in entirely new ways.
Salesforce Chairman and CEO Marc Benioff said: “AI is the most important moment in the history of our industry. AI will deepen customer relationships, increase productivity, and increase profit margins for every company. Bringing you a wonderfully intuitive interface to interact with, world-class AI models, and most of all the deep integration of data and metadata you need to reap the benefits of AI, Einstein Copilot helps you understand what’s happening in your relationships with your customers. Copilot is the only one with the ability to truly understand what’s going on.”
Why it matters: 86% of IT executives
(https://slack.com/intl/ja-jp/blog/news/new-slack-research-shows-accelerating-ai-use-at-work) , believes generative AI will have a big impact on their companies, and is proud to share Slack’s latest research
(https://slack.com/intl/ja-jp/blog/news/new-slack-research-shows-accelerating-ai -use-at-work), the use of AI in the workplace has accelerated by 24% in the past quarter alone. Also, 80% of employees use AI
(https://slack.com/intl/ja-jp/blog/news/new-slack-research-shows-accelerating-ai-use-at-work) of respondents say they are already more productive. This increased adoption of AI shows that it is becoming a critical tool for accomplishing practical business tasks across organizations. About purchasing Einstein Copilot: Einstein 1 Edition is a simple technology package for businesses that want to accelerate growth and improve productivity with the #1 AI CRM. Einstein 1 Edition enables companies in all industries to use CRM, Einstein Copilot, Data Cloud (https://www.salesforce.com/jp/products/data/), and Slack
(https://www.salesforce.com/jp/). Access the best of Salesforce technology in one package, including products/slack/) and Tableau (https://www.salesforce.com/jp/products/analytics/overview/) to transform your business and improve customer experience. We will help you improve your skills.
Einstein Copilot Features
Ground your prompts in the Data Cloud: Einstein Copilot grounds your answers with trusted business data from the Data Cloud
(https://www.salesforce.com/jp/products/data/) to ensure the highest quality provides the necessary context for the output. This allows Einstein Copilot to generate more accurate and customized answers based on trusted company data.
Out-of-the-box actions: Einstein Copilot provides a library of out-of-the-box actions, such as pre-programmed functions,
auto-responses, or business tasks that Einstein Copilot performs to help AI when prompted. Run on behalf of the user. You can perform dynamic multi-step plans by combining actions. For example, when a customer service agent asks Einstein Copilot to close a case and simultaneously create an opportunity or make additional sales, Einstein Copilot understands the user’s intent and performs those tasks during the flow of the service experience. can be executed. Einstein Copilot eliminates silos between applications and data. Customize Einstein Copilot for your specific business needs: Einstein Copilot can be customized to accomplish specific sales, service, marketing, commerce, and IT tasks, and you can apply company and industry policies. Copilot Builder lets you create custom actions in Einstein Copilot, Prompt Builder activates custom prompts in your business flows, and Model Builder powers Einstein Copilot’s custom functionality with your own AI models.
Inference engine that interprets intent and selects the best action: Einstein Copilot’s inference engine, the process that interprets and processes information to make informed decisions, solve problems, or generate insights, uses user prompts to It interacts with the LLM by analyzing the complete context of the LLM, determining the action or set of actions to perform, and producing output. For example, when a salesperson asks Einstein Copilot, “Help me recommend a new product to a customer,” Einstein Copilot determines the product the customer is currently using, understands upgrade options, and Move customers to new high-value marketing segments. Finally, Einstein Copilot can use MuleSoft and Salesforce flows to update information across multiple systems.
Generate trusted answers and actions: Einstein Copilot provides trusted AI interactions with privacy and security measures provided by the Einstein Trust Layer. Einstein Trust Layer is part of the Einstein 1 Platform and protects information from unauthorized access and data breaches through personally identifiable information (PII) masking, output scoring for harm, and zero data retention with Salesforce’s LLM partners. Performs functions such as protection.
Use Cases (Samples) Einstein Copilot revolutionizes the way teams and industries leverage AI to improve productivity and personalization, and can be conveniently used within your work flow. Sales reps can use natural language prompts to summarize records and generate customized communications to provide more personalized customer engagement and close deals faster. Customer service and field service agents can streamline case resolution and increase customer satisfaction by viewing relevant answers, offers, and data from disparate systems. Financial services companies can simplify customer onboarding and create personalized financial plans by automating data collection and analysis.
Pricing Einstein Copilot is available by purchasing Einstein 1 Editions or by adding it to Enterprise Editions or Unlimited Editions. For detailed pricing information, please visit
https://www.salesforce.com/editions-pricing/overview/.
Global availability start date
Einstein Copilot is available in global beta for Sales Cloud and Service Cloud, with Commerce Cloud and Marketing Cloud coming in late 2024.
Einstein Copilot is currently supported with data residency in the US, English language environment. (The launch date in Japan is undecided) Einstein Copilot for Tableau will be available in late 2024. Currently, Tableau supports Tableau Pulse
(https://www.tableau.com/products/tableau-pulse) (Japanese version launch date to be determined) and Tableau Copilot
(https://www.tableau.com/products). /tableau-ai) (currently in beta) supports generation AI functionality.
Detailed information
Learn more about Einstein Copilot here:
https://www.salesforce.com/einsteincopilot. (English)
For more information about the Einstein 1 Platform, please visit https://www.salesforce.com/jp/products/platform/overview/.
For more information about Data Cloud, please see here
(https://www.salesforce.com/jp/products/data/).
Learn more about Einstein Copilot on Trailhead here:
https://trailhead.salesforce.com/en/content/learn/trails/build-ai-assistants-with-einstein-copilot. About Salesforce Salesforce is the #1 AI CRM. By combining customer relationship management (CRM) + AI + data + trust in one unified platform, Einstein 1, you can connect with your customers in completely new ways. For more information about Salesforce, please visit salesforce.com/jp.
Any undelivered services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers purchasing Salesforce applications should make purchasing decisions based on currently available features. Headquartered in San Francisco, USA, Salesforce has offices in Europe and Asia, and trades on the New York Stock Exchange under the ticker symbol “CRM.”
More details about this release:
https://prtimes.jp/main/html/rd/p/000000224.000041550.html