Salesforce has announced the public beta availability of its new customisable and conversational generative AI assistant for CRM, Einstein Copilot.

Unlike other AI assistants or copilots that lack adequate company data to generate useful responses, Einstein Copilot enables Salesforce customers to generate responses using their own data, while maintaining data governance and without the need for AI model training.

Einstein Copilot can answer questions, create new content, summarise content, interpret complex conversations, and automate tasks, from a single user experience embedded directly within Salesforce’s AI CRM applications.

This is made possible by combining a conversational UI, a foundational large language model (LLM), and company data that enables Salesforce users to tap into the power of generative AI and interact with applications.

According to Salesforce chair and CEO, Marc Benioff, AI is the single most important moment in the history of the industry because of its ability to deepen customer relationships, increase productivity and drive higher margins.

“Our new Einstein Copilot brings together an intuitive interface for interacting with AI, world-class AI models and above all, deep integration of the data and metadata needed to benefit from AI. Einstein Copilot is the only copilot with the ability to truly understand what is going with your customer relationships,” he said.

Einstein Copilot generates more precise and tailored responses grounded with business data from Data Cloud to provide necessary context for high quality outputs.

Einstein Copilot comes with a library of out-of-the-box actions – pre-programmed capabilities, automated responses, or business tasks performed by Einstein Copilot that the AI can perform for the user when prompted. Actions can be combined to execute multi-step plans. For example, a customer service agent can ask Einstein Copilot to close a case and open a sales opportunity or sell an add-on. Einstein Copilot can be customised to accomplish specific sales, service, marketing, commerce, and IT tasks.

Using natural language prompts, salespeoplecan accelerate deal closures by summarising records or generating customised communications to provide more personalised client engagement. Customer service and field service agents can streamline case resolution and boost customer satisfaction by surfacing relevant answers, offers, and data from disparate systems. Financial servicecompanies can simplify client onboarding and craft personalised financial plans by automating data collection and analysis.

Customers can tap into the power of Salesforce with Einstein 1 Editions, which provide access to the best of Salesforce technology, including CRM, Einstein Copilot, Data Cloud, Slack and Tableau in a single offering.