Everything About Salesforce’s AI Chatbot Einstein [2026]

Salesforce’s AI efforts have been extremely profitable, catapulting the company into #123 on the Fortune 500 list in 2023. Other Fortune 500 companies that happen to use Salesforce include Toyota, Walmart, Spotify, and the Hershey Company. Needless to say, Salesforce puts out great products that make lasting impressions on businesses.

But if you’re just starting your business, is this the company that you should depend on for reliable AI customer service? We can show you all there is to know about Salesforce’s AI and other viable options out there for startup companies.

Salesforce AI Chatbot 

Salesforce’s brand of AI tools and services is called Einstein. Einstein is claimed to make it easy for business owners to offer streamlined and simplified web solutions to customers and enhance each experience. 

The Einstein-branded chatbot is called Einstein Bots. Here are some highlights of Einstein Bots for Salesforce customers:

• Einstein Bot Builder: Build a chatbot from scratch or choose a template to help build a competent AI agent for your website.
• Einstein Bots API: Expand your chatbot capabilities by connecting it to a number of endpoints.
• Einstein Service Agent: Einstein Bots can be used to interact with customers on your website, your app, SMS, WhatsApp, Facebook Messenger, among many others.

Salesforce AI Cloud: Features and Capabilities

AI Cloud by Salesforce is a suite of different tools working to optimize both productivity and customer service using your CRM. Salesforce advertises this suite of services as a means to scale businesses and equip them with the resources you’d expect in an enterprise company. Here are all of the AI Cloud’s key features:

• Einstein Bots: Salesforce’s go-to chatbot to communicate with customers.
• Einstein Analytics: Gives predictions to business owners on sales forecasts and what actions to take for the best-case scenarios.
• Einstein Vision and Voice: Enables voice and image recognition to further assist customers outside of text messaging.
• Einstein Language: Helps the Einstein assistant understand customer responses and feedback with Natural Language Processing (NLP) to analyze messages, social media posts, and other textual data from customers.

How Does Salesforce's Einstein AI Work? 

Salesforce Einstein Copilot is a smart feature available in several Salesforce applications to assist users by retrieving knowledge or being assigned daily tasks. The company touts that Einstein Copilot uses custom data and metadata to give customers insightful and effective answers, tips, and other content. According to Salesforce, business owners won’t need to spend time and money training the AI.

How Can Einstein Copilot Help My Business? 

Einstein Colpilot is versatile in the sense that it can help any business with certain tasks to play a factor in making deals and sales. Here are some of the ways that Einstein Copilot can be used for small businesses:

Sales

Einstein Copilot can record transcripts of calls placed by sales specialists and automatically draft follow-up emails.

Marketing

The product can help build efficient and effective campaigns that remove all the excess in record time.

Retail

Einstein Copilot can assist business owners with building and optimizing websites.

Customer service

The AI assistant can help visitors find answers to questions they seek and provide accurate information and coherent responses.

How Do I Integrate Salesforce AI with My Existing CRM System?

The Salesforce AI chatbot can be built directly into your customer relationship management (CRM) strategy. You may already keep track of each lead and customer in your database and likely want an easy way for Salesforce to work with it.

Among Salesforce Einstein’s offerings in the Model Builder. With this builder, you can build a powerful AI agent while also loading in your own CRM data. The Einstein Copilot can also recommend building a new model for you or using a model from a different platform.

How Does Salesforce AI Improve Customer Service?

Protected by Salesforce’s Einstein Trust Layer, the company’s customer service AI solutions are capable of providing insightful answers and knowledge to customers and visitors. This customer service AI can work on its own or alongside your current customer service staff to speed up resolutions and help solve problems at any time of day.

The model can be made in a simple, step-by-step process with no programming skills required. Salesforce can use your CRM for tasks such as:

• Managing inventory and sales
• Drafting emails
• Responding to customers via chatbot
• Monitoring analytical data
• Creating financial reports

Had enough of Einstein? Check out Voiceflow to give you powerful and affordable AI chatbot services without the excess. Sign up today for a free and risk-proof 2-week trial of our popular Pro plan.

What Is Salesforce AI Certification?

The Salesforce AI Associate Certification is a base-level certification to validate the AI skills of professionals in any industry that take the exam. The test comprises 40 multiple-choice questions and the passing score is 65%. It costs $75 to take the exam, but if you fail, you can retake it free of charge.Click here to schedule for an on-site or online proctored exam.