What is best practice when refining Einstein Copilot custom action Instructions?
An AI Specialist is tasked with configuring a generative model to create personalized sales emails using customer data stored in Salesforce. The AI Specialist has already fine-tuned a large language model (LLM) on the OpenAI platform. Security and data privacy are critical concerns for the client.How should the AI Specialist integrate the custom LLM into Salesforce?
Universal Containers wants to reduce overall agent handling time by minimizing the time spent typing routine answers for common questions in-chat, and reducing the post-chat analysis by suggesting values for case fields.
A Salesforce Administrator is exploring the capabilities of Einstein Copilot to enhance user interaction within their organization. They are particularly interested in how Einstein Copilot processes user requests and the mechanism it employs to deliver responses. The administrator is evaluating whether Einstein Copilot directly interfaces with a large language model (LLM) to fetch and display responses to user inquiries, facilitating a broad range of requests from users.How does Einstein Copilot handle user requests in Salesforce?
Universal Containers needs its sales reps to be able to only execute prompt templates.What should an AI Specialist recommend to achieve this requirement?
An AI Specialist needs to create a Sales Email with a custom prompt template. They need to ground on the following data.Opportunity Products -Events near the customer -Tone and voice examples -How should the AI Specialist obtain related items?
