We have learned about Einstein copilot actions in How Einstein Copilot Works part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com). The functionality of launching actions during conversations with an end user is facilitated by Einstein Copilot’s reasoning engine, otherwise called ‘planner service’. This engine orchestrates the execution of user requests through a structured process. Here’s how it operates:
- Interprets the user’s request to discern their intent accurately.
- Dynamically formulates a plan to achieve the user’s desired outcome.
- Identifies and initiates the appropriate action or sequence of actions required to fulfill the user’s goal.
In essence, the reasoning engine collaborates with the Language Model (LLM) behind the scenes, ensuring a seamless execution of user queries and instructions within Einstein Copilot.
- Copilot Conversation
- Loan officer enters Request: Summarise the loan record of John Smith.
- Reasoning Engine
- Plan is Created: Einstein copilot will start analyzing the request. Then a plan is created to check the user permissions, to find the loan record, summarize it and to return the result.
- Actions are launched: The plan is put to action in the next step. ie., Identify the loan record by Name (here it is John Smith). Then copilot will summarize the loan record details.
- Copilot Conversation
- Copliot Shows Results:
- Loan Summary: The loan is named ‘John Smith
- Copliot Shows Results:
Einstein Copilot builder
Einstein Copilot builder is prebuilt with several standard actions we learned earlier. It can be customised with custom actions. To access Copilot, follow the steps below.
- Navigate to Setup.
- In the Quick Find box, enter einstein setup, then click Einstein Setup.
- Turn on Einstein by clicking the toggle.
- Refresh your browser window.
- In the Quick Find box, enter copilot, then click Einstein Copilots.
- Turn on ‘Einstein Copilot for Salesforce’ by clicking the toggle.
- Einstein Copilot setup page.
- Click Einstein Copilot, found at the bottom of the page.
- Click Open in Builder.
- You can see the conversation preview.
- In the Conversation Preview window, you can type the questions and press return.
- Einstein Copilot begins processing your question. It’s figuring out what you intend, and how to respond. In a moment you’ll get an answer that’s based on the available Copilot actions.
Create a Custom Copilot Action
The standard Copilot actions can do a lot. But for handling special process, you can create custom copilot actions leveraging the capabilities of existing flows within your org. You can create a custom action that references the flow.
To create custom action,
- In the Quick Find box, enter copilot, then click Einstein Copilot Actions.
- Click New Copilot Action. For Reference Action Type, choose Flow.
- For Reference Action, choose the desired flow.
- In the Quick Find box, enter copilot, then click Einstein Copilot Actions.
- Click New Copilot Action.
In this blog, we have covered How Einstein Copilot works. The scope of leveraging Einstein to create a new copilot action connecting to existing flows will be discussed in another article.
To learn more click Custom AI Builders – Salesforce.com US
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
