Einstein Copilot: Conversational AI for Your CRM | Salesforce Product Launch

We're so excited to announce the launch of Einstein Copilot, your new conversational AI assistant for CRM. I'm Clara Shy, CEO of Salesforce AI. In the next few minutes, I'll share how our new prompt builder, an Einstein Copilot will help your employees be more productive and wow your customers. Last year we delivered Generative AI to every Salesforce application, from summarizing sales accounts and opportunities to generating service replies and creating product descriptions and marketing segments. But we're not done. We're building an entirely new way for you to connect with your customers using Einstein Copilot. This is a vision for the future of CRM, which we previewed for you at Dreamforce. And today we're thrilled to announce that Einstein Copilot is is now in public beta and available for all of you to experience the power of generative AI conversationally in the flow of your work. Einstein Copilot is our new conversational AI assistant that we are building into every Salesforce application. It completely changes the way customers use and experience Salesforce. Now every Salesforce user will be augmented with the power of AI right where they work, making them much more productive than ever. But Einstein Copilot isn't like other generative AI solutions out there today. First, it's one copilot across all of your Salesforce applications and data focused on CRM. Second, it's conversational, you can talk to it like you would a coworker. And third, and most importantly, Einstein Copilot is automatically grounded in all of your existing customer data and flows in Salesforce. That's because Einstein Copilot is built on the Einstein One platform, which is the fastest way for organizations to transform with AI and data. Einstein 1 is unified by metadata that safely connects and unlocks your data from across your enterprise. This data can then be activated across your most important business functions like sales, service, marketing, commerce, development, and more. And as always, we've built all of our AI on a foundation of trust, our company's number one value. You see, 25 years ago when we helped you move into the cloud, we decided that your data is not our product and we've carried that value through to everything that we do in AI. That's why every Salesforce AI product is built on our Einstein Trust layer, which prevents your data from leaking into a large language model and guarantees you full control of your most important asset, your data. Your employees can now get work done faster with a single Copilot experience across sales, service, marketing and commerce and out of the box actions that allow you to update, query and summarize and simply by asking. But that's not all. Many of you have told us that you want to control which generative AI use cases to turn on for your organization. You even want to control where in the application you want your employees from different departments to use AI. Well, now you can with Prompt Builder Prompt Builder, which is generally available today, is a low code tool that allows any salesforce, admin or developer to create, test and deploy AI prompts grounded in your customer data. Right from within Prompt Builder, you can reference any data in your Salesforce instance, including custom objects and custom fields, and even data from Data Cloud. With a few clicks, you can bring generative AI to every experience and application in your business. For example, a service reply prompt for an automotive company might reference telemetry data about a customer's car battery. A prompt to generate a sales prospecting list should ideally reference your website engagement data. The secret sauce to AI success is trusted data. Because all of our AI is built on Einstein one, it's seamlessly connected with Data Cloud so you can leverage all of your organization's data, including engagement data, mobile app data, telemetry data, you name it, to ground your AI for the most meaningful and accurate data. Trusted responses Customers are already seeing amazing success with Copilot and Prompt Builder. With Einstein Copilot, Turtle Bay Resort service employees will be able to quickly respond to customer requests and suggest resort activities. It'll make their service department more efficient by freeing their time from mundane tasks so they can focus on the guest experience. Prompt Builder has allowed BACA systems to safely build generative AI experiences that save their salespeople precious time while keeping all of their customers data secure. Get started with our turnkey prompts like service replies and sales prospecting emails. Once you get a feel for how these work, turn on Prompt Builder to really make these prompts your own and reflect your company voice and policies. And then when you're ready, turn on Einstein Copilot for our most powerful open ended conversational experience. Click the link on your screen to get started today.