Einstein Copilot Studio is Landing in February: Supercharge Your Business with the New AI Assistant from Salesforce

Learn how the conversational AI assistant can drive productivity across sales, service, marketing, and more.
January 31, 2024

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We have some good news... The wait is finally (almost) over for Einstein Copilot! The generative AI chatbot is set to arrive in February and is designed to work across the entire Salesforce ecosystem.

Einstein Copilot will act as a personal assistant for users and will be able to respond to user queries and ultimately help your business make more informed decisions based on customers’ needs. 

Unlike other AI tools and chatbots, Einstein Copilot works by allowing Salesforce Admins to create and customize their own natural language prompts. Prompt Builder — part of Einstein Copilot Studio — is behind the magic.

Prompt Builder helps Admins create their own prompt templates to generate personalized content such as email subject lines, social copy, or sidebars. With prompt templates, it’s much easier for Admins to keep prompts consistent and ensure data is safe and secure.

In Prompt Builder, you can customize prompts with clicks, not code.

Instead of having users create prompts, Prompt Builder allows Admins to have control over how AI is used in their Salesforce orgs. 

But how can Einstein Copilot work for you? Let’s take a look at how Einstein Copilot can use data from any Salesforce application to create AI-powered recommendations and content using natural language prompts

Einstein Copilot for Sales: Win More Deals with A Conversational AI Assistant

Einstein Copilot plus Data Cloud can proactively alert Sales when a prospect is browsing the company’s website.

With Einstein Copilot for Sales, sales reps can research accounts, prep for meetings, and automatically update account information in Salesforce.

Using natural language prompts, Einstein Copilot for Sales can auto-generate sales emails to fit your tone and style and align to customer context so you can spend more time on what matters: actually selling. It can also provide sales reps with recommended next steps to close deals fast. 

Einstein Copilot for Sales will…

Einstein Copilot for Service: Enhance Your Customer Support

Einstein Copilot for Service can help Customer Service reps with reply recommendations.

With Einstein Copilot for Service, you can improve customer service and field service operations with generative AI features such as Service Replies and Work Summaries.

Einstein Copilot for Service will…

Einstein Copilot for Marketing: Know Your Customers Better Than Ever

With Einstein Copilot for Marketing, marketers can benefit from AI-powered tools that simplify the process of creating campaign briefs, audience/segment discovery, content creation, and more. 

Einstein Copilot for Marketing will...

Einstein Copilot for Commerce: Create Connected Customer Experiences

Einstein Copilot for Commerce will help brands create more engaging and personalized shopping experiences for their customers by allowing them to shop seamlessly across channels. 

Einstein Copilot for Commerce will…

Einstein Copilot for Developers: Accelerate Your Development on the Salesforce Platform

With Einstein Copilot for Developers, developers can accelerate coding tasks by scanning for code vulnerabilities and getting real-time code suggestions within the Salesforce platform.

Einstein Copilot for Developers will…

Einstein Copilot for Tableau: Kickstart Data Exploration

Einstein Copilot for Tableau can help you ask more in-depth questions about data insights without having to know all of the technical aspects of Tableau. 

Einstein Copilot for Tableau is a conversational assistant for Tableau users that uses generative AI and statistical analysis to help you better understand the context of your data. It can help users fill data gaps and enhance analysis by creating synthetic datasets where real data is limited.

Einstein Copilot for Tableau will…

Einstein Copilot for Shoppers: Power Personalized Shopping Experiences

Einstein Copilot for Shoppers is in pilot and will be generally available in summer 2024. As a consumer-facing version of the generative AI assistant, Einstein Copilot for Shoppers will power personalized conversations with shoppers. 

Einstein Copilot for Shoppers will…

Parting Thoughts

Businesses that invest early in AI free over 30% of employee time to drive revenue growth, cut costs, and deliver high-quality customer experiences and interactions. There’s never been a better time to transform your business and reap the rewards of investing in AI.

If you have questions about Einstein Copilot Studio or are ready to explore how the latest Salesforce AI and GPT features can benefit your business, our team of experts can help.

We're here to guide you on your Salesforce journey — wherever you are. Get in touch with us today to schedule a quick intro. 



What can we do for your business?

At Kelley Austin we're proud to provide tailored Salesforce solutions across a variety of industries. Our expert knowledge and many years of experience in all aspects of the Salesforce ecosystem have earned us high levels of satisfaction from our clients.

We're ready to find the right solutions for your industry today.