SAN FRANCISCO - Salesforce (NYSE:CRM), a leader in customer relationship management (CRM) software, has announced the public beta release of Einstein Copilot, an AI-powered assistant designed to enhance CRM tasks.
This new tool is integrated directly into Salesforce applications and leverages a company's unique data to provide customized responses and automate actions, aiming to improve productivity and customer engagement.
Einstein Copilot distinguishes itself from other AI assistants by its ability to understand and use a company's private data, ensuring responses are both relevant and governed by strict data privacy rules.
The tool eliminates the need for costly AI model training while offering a range of capabilities, including answering questions, summarizing and generating content, interpreting complex conversations, and automating tasks.
According to Marc Benioff, Chair & CEO of Salesforce, AI represents a pivotal moment for the industry, with the potential to deepen customer relationships and enhance margins. Einstein Copilot is designed to capitalize on this by providing an intuitive AI interface, advanced AI models, and deep integration with company data.
The importance of AI in the workplace is underscored by recent research from Slack, which indicates a 24% increase in AI use in the past quarter, with 80% of AI users reporting productivity improvements.
Einstein Copilot aims to meet this growing demand by offering a suite of features such as Data Cloud grounding for high-quality outputs, a library of pre-programmed actions, customization options, and a reasoning engine to interpret user intent.
Salesforce customers can access Einstein Copilot through Einstein 1 Editions, which bundle CRM, Einstein Copilot, Data Cloud, Slack, and Tableau into a single offering. This package is intended to help businesses accelerate growth and improve customer experiences.
Einstein Copilot is currently available in beta for Sales Cloud and Service Cloud globally, with plans to expand to Commerce Cloud and Marketing Cloud later in 2024. It supports data residency in the United States and is currently English language compatible. Additionally, an Einstein Copilot integration for Tableau is expected to launch in the second half of the year.
The announcement is based on a press release statement.
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