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Image created by StableDiffusion 2.1 based on a prompt by Bob Buzzard
Introduction
Sales GPT went GA in July 2023, and then went through a couple of "blink and you'll miss it" renames, before it's was rolled into (October 2023, so it might have changed by the time you read this!) Einstein for Sales. From the Generative AI perspective, this consists of a couple of features - call summaries, and the subject of this post - Sales Emails.
Turning it On
This feature is pretty simply to enable - first turn on Einstein for Sales in Setup:
Creating Emails
Once the setup is complete, opening the Email Composer shows a shiny new
button to draft with Einstein:
In this case I'm sending the email from the Al Miller contact record, and
I've selected Al's account - Advanced Communications - from the
dropdown/search widget at the bottom. This will be used to ground the prompt
that is sent to OpenAI, to include any relevant details from the records in
the email.
Clicking the Draft with Einstein button offers me a choice of 5
pre-configured prompts - note that Salesforce doesn't yet offer the
capability to create your own prompts, although that is definitely coming
soon.
Since GA this feature has been improved with the ability to include product
information, so once I choose the type of prompt - Send a Meeting Invite in
this case - I have the option to choose a product to refer to.
Once I choose a product, the Name and Description is pulled from the
record, but I can add more information that might be relevant for this
Contact - the words with the red border below. Note that there's a
limited number of characters allowed here - I was within 5-10 of the limit.
Clicking the Continue button starts the process of pulling relevant
information from the related account to ground the prompt, adding the
guardrails to ensure the response is non-toxic, and validating the response
before offering it to me:
You can see where the grounding information has been used in the response -
Al's name, role and company appear in the second paragraph, and the product
information (including my added info) is in the third to try to entice Al to
bite at a meeting.
If I don't care for this response I can edit and tweak it, or click the
button again to get a new response:
Gotchas
Note that this just adds the next response under the previous one, as you
can see by the 'Best regards' at the top of the screenshot. If I don't want
to use a response, it's up to me to delete it. Make sure to check the entire
content before sending, as this it would be pretty embarrassing to let one
go out with 4-5 different emails in it! Note also that I'm expected to add
the date and time that I want to meet, to replace the
[Customize: DATE AND TIME]
I can't help thinking that we'll all start receiving emails with these
placeholders still there, much like at the moment when merge fields go bad!
Related Information
- Salesforce CLI OpenAI Plug-in - Function Calling
- Salesforce CLI OpenAI Plug-In - Generating Records
- Salesforce GPT - It's Alive!
- Get AI Ready - Prompt Engineering (BrightGen Webinar Recording)
- Get AI Ready - Prepare for AI Cloud (BrightGen webinar recording)
- Salesforce CLI OpenAI Plug-in
- Salesforce World Tour London : AI Day
- Predictions for Digital Life in 2035
- Einstein GPT - Rise of the Machines?
> I can't help thinking that we'll all start receiving emails with these placeholders still there, much like at the moment when merge fields go bad!
ReplyDeleteI would hope that the SF would add in guards on the send to identify `[Customize: .*]` and pop up a warning!