How is it possible for Einstein Copilot to exist? | A discussion on Salesforce

Einstein co-pilot is like having a savvy assistant who understands your business inside and out. It uses AI to dig into your data, creating dynamic responses to your questions. By grounding actions in your business context, it gives you reliable, relevant answers. It’s like having a co-pilot who knows the ins and outs of your business, giving you the confidence to navigate any situation. This is next-level AI assistance in action. πŸ’‘πŸš€

πŸš€ Grounding Generative AI

Einstein co-pilot helps you work faster by allowing you to express your questions or instructions in natural language and giving you generative AI responses that are grounded in your business data. The key innovation that makes this experience possible is Einstein co-pilot’s ability to turn AI-generated plans into actions that are grounded in your business data.

The Basics of Generative AI

Generative AI consists of three basic parts:

PromptLanguage ModelResponse
The question or instruction given to AIA large language model that processes the promptThe answer received from AI

Vague questions produce irrelevant answers. The solution is grounding, where the missing business context is added into the prompt to get more relevant generative AI responses.

πŸ› οΈ Library of Actions

Behind every Einstein co-pilot response is a library of actions that give Einstein co-pilot its capabilities. This includes standard actions for sales, service, marketing, commerce, and more.

What is an Action?

An action is just a pointer to where work gets done. It can be based on a flow to create workflows in Salesforce, Apex to extend Salesforce with code, or a prompt template.

πŸ“‹ Creating Dynamic Multi-Step Plans

Inside the playground, you can inspect how your Einstein co-pilot works, including the actions configured and the descriptions written for each. Einstein co-pilot uses large language models to understand intent and a library of actions based on those descriptions to generate a dynamic plan for responding to input.

Simplified Explanation

Einstein co-pilot is able to turn AI-generated plans into actions grounded in your business data, providing a trusted conversational AI assistant to help you work.

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