{"id":1241,"date":"2024-08-28T21:51:37","date_gmt":"2024-08-29T00:51:37","guid":{"rendered":"https:\/\/www.sysmap.com.br\/techblog\/?p=1241"},"modified":"2024-08-28T21:56:12","modified_gmt":"2024-08-29T00:56:12","slug":"quick-start-para-o-einstein-copilot","status":"publish","type":"post","link":"https:\/\/www.sysmap.com.br\/techblog\/quick-start-para-o-einstein-copilot\/","title":{"rendered":"Quick-Start para o Einstein Copilot \ud83d\ude80"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"1241\" class=\"elementor elementor-1241\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5cc695b elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5cc695b\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c40993f\" data-id=\"c40993f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6d37765 elementor-widget elementor-widget-text-editor\" data-id=\"6d37765\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>O <strong>Salesforce Einstein Copilot<\/strong> foi lan\u00e7ado em 25 de abril deste ano (2024), e \u00e9 um assistente de IA conversacional poderoso, pronto para transformar a forma como lidamos com dados e processos no Salesforce. Em alguns cliques, o Einstein Copilot \u00e9 capaz de <strong>fornecer recomenda\u00e7\u00f5es inteligentes e automatizar tarefas repetitivas<\/strong>, tudo isso dentro da <a href=\"https:\/\/content.sysmap.com.br\/salesforce-sysmap-solutions\" target=\"_blank\" rel=\"noopener\">plataforma Salesforce<\/a> que voc\u00ea j\u00e1 conhece e domina.<\/p><p><!-- notionvc: 1e68ce7a-0a05-4440-8870-6c5e7457bf07 --><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-ee1573f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"ee1573f\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-896d911\" data-id=\"896d911\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c33ad7f elementor-widget elementor-widget-text-editor\" data-id=\"c33ad7f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Aqui, na <a href=\"https:\/\/www.sysmap.com.br\" target=\"_blank\" rel=\"noopener\">SysMap<\/a>, come\u00e7amos a utilizar o Einstein Copilot e vamos dividir, em primeira m\u00e3o, algumas <strong>dicas, truques e atalhos<\/strong> para que voc\u00ea j\u00e1 consiga colocar esta nova funcionalidade para jogo.<\/p><p>Vamos juntos?<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-97cbe4a\" data-id=\"97cbe4a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e537dd3 elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"e537dd3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"480\" height=\"270\" src=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/giphy.gif\" class=\"attachment-large size-large wp-image-1246\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<div class=\"elementor-element elementor-element-a473d63 elementor-widget elementor-widget-text-editor\" data-id=\"a473d63\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2><strong>Para que serve o Einstein Copilot?<\/strong><\/h2>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-aef0f94 elementor-widget elementor-widget-image\" data-id=\"aef0f94\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"900\" height=\"506\" src=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/EMBARGO_4.25_1215am-PT-Copilot-Actions-Close-Plan.gif\" class=\"attachment-large size-large wp-image-1247\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Fonte: https:\/\/www.salesforce.com\/news\/press-releases\/2024\/04\/25\/einstein-copilot-general-availability<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-98bf2e9 elementor-widget elementor-widget-text-editor\" data-id=\"98bf2e9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>\u00c0 primeira vista, o Einstein Copilot pode se assemelhar muito a um bot convencional, que pode resumir dados como um BI, por exemplo. No entanto, enquanto um bot comum responde a comandos pr\u00e9-definidos e um painel de BI oferece visualiza\u00e7\u00f5es de dados para interpreta\u00e7\u00e3o, o Einstein Copilot vai al\u00e9m:<\/p><p>Ele responde a perguntas em <strong>linguagem natural<\/strong>, sem necessidade de navega\u00e7\u00e3o e\/ou interpreta\u00e7\u00e3o gr\u00e1fica, permitindo que os usu\u00e1rios obtenham <strong>insights contextuais<\/strong> e <strong>executem a\u00e7\u00f5es complexas<\/strong> (funcionando como um gatilho para chamada de um flow ou apex) em <strong>tempo real<\/strong>.<\/p><p>Veja algumas das funcionalidades que destacamos:<!-- notionvc: 6baa8c74-fbff-410b-abec-02b7042aa160 --><\/p><h3><strong>Cria\u00e7\u00e3o de plano de neg\u00f3cios<\/strong><\/h3><p>Representantes de vendas podem criar planos personalizados de fechamento de neg\u00f3cio com base em dados hist\u00f3ricos e recomenda\u00e7\u00f5es; e ainda podem consultar insights sobre as oportunidades que podem ser fechadas no m\u00eas.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-25e4779 elementor-widget elementor-widget-image\" data-id=\"25e4779\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"900\" height=\"468\" src=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-1024x532.png\" class=\"attachment-large size-large wp-image-1257\" alt=\"Tela do Salesforce\" srcset=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-1024x532.png 1024w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-300x156.png 300w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-768x399.png 768w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-1536x799.png 1536w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image.png 2000w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6d55f37 elementor-widget elementor-widget-text-editor\" data-id=\"6d55f37\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3><strong><span class=\"notion-enable-hover\" data-token-index=\"0\">Percep\u00e7\u00f5es de contexto<\/span><\/strong><\/h3><p>Usando dados estruturados e n\u00e3o estruturados, como transcri\u00e7\u00f5es de chamadas capturadas no Einstein Conversation Insights, os representantes podem fazer perguntas detalhadas como \u201cQual foi o sentimento do cliente nessa chamada?\u201d e obter respostas contextuais precisas.<!-- notionvc: 6be60c39-e502-427d-8ef5-28b263981bf2 --><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-302bece elementor-widget elementor-widget-image\" data-id=\"302bece\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"560\" src=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-1-1024x637.png\" class=\"attachment-large size-large wp-image-1267\" alt=\"Tela do Salesforce\" srcset=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-1-1024x637.png 1024w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-1-300x187.png 300w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-1-768x478.png 768w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-1-1536x956.png 1536w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-1.png 2000w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-facd2a1 elementor-widget elementor-widget-text-editor\" data-id=\"facd2a1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3><strong><span class=\"notion-enable-hover\" data-token-index=\"0\">Cria\u00e7\u00e3o de e-mails de follow-up<\/span><\/strong><\/h3><p>O Einstein Copilot pode preparar e-mails personalizados com base em atendimentos anteriores.<br \/><!-- notionvc: 6be60c39-e502-427d-8ef5-28b263981bf2 --><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b9db196 elementor-widget elementor-widget-image\" data-id=\"b9db196\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"468\" src=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-2-1024x533.png\" class=\"attachment-large size-large wp-image-1268\" alt=\"Tela do Salesforce\" srcset=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-2-1024x533.png 1024w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-2-300x156.png 300w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-2-768x399.png 768w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-2.png 1440w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7c68f21 elementor-widget elementor-widget-text-editor\" data-id=\"7c68f21\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3><strong><span class=\"notion-enable-hover\" data-token-index=\"0\">Resumo de uma oportunidade<\/span><\/strong><\/h3><p>Com base na p\u00e1gina que o usu\u00e1rio est\u00e1 navegando, o Einstein Copilot pode trazer um resumo dos principais pontos de uma oportunidade.<br \/><!-- notionvc: 6be60c39-e502-427d-8ef5-28b263981bf2 --><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4eb77f3 elementor-widget elementor-widget-image\" data-id=\"4eb77f3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"469\" src=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-3-1024x534.png\" class=\"attachment-large size-large wp-image-1269\" alt=\"Tela do Saleforce\" srcset=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-3-1024x534.png 1024w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-3-300x156.png 300w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-3-768x401.png 768w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-3-1536x801.png 1536w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-3.png 2000w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3cf2801 elementor-widget elementor-widget-text-editor\" data-id=\"3cf2801\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2><strong>Como o Einstein Copilot funciona?<\/strong><\/h2><p>Quando pensamos nos modelos de grande linguagem (LLM) dispon\u00edveis no mercado, \u00e9 improv\u00e1vel que um assistente conversacional comum consiga responder a uma pergunta como: \u201cVoc\u00ea pode criar um e-mail para o meu principal neg\u00f3cio em aberto desta semana?\u201d. Isso, porque ele precisa entender sobre o seu neg\u00f3cio e ter acesso aos dados relevantes para responder \u00e0 pergunta. Ao contr\u00e1rio dos dados (que se referem a registros dentro do Salesforce &#8211; como contas, detalhes de contatos e oportunidades de vendas), os metadados descrevem o layout, o comportamento e as rela\u00e7\u00f5es dos dados. E <strong>o Einstein Copilot usa esses metadados para interpretar a solicita\u00e7\u00e3o do usu\u00e1rio com o contexto completo<\/strong>, trabalhando com o LLM para escolher os campos relevantes e, no caso da pergunta acima, criar um e-mail personalizado para o vendedor.<\/p><p>Neste sentido, podemos dizer que o <strong>Einstein Copilot<\/strong> tem como pano de fundo os <strong>dados e metadados<\/strong> espec\u00edficos de cada organiza\u00e7\u00e3o, vindos dos <strong>Salesforce Apps<\/strong>, cobertos por uma camada de privacidade e seguran\u00e7a, conhecida por <strong>Einstein Trust Layer.<\/strong><\/p><p><!-- notionvc: 1facdd00-c8d0-4973-876a-d64eed6ca96b --><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7d1d959 elementor-widget elementor-widget-image\" data-id=\"7d1d959\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"388\" src=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-1024x442.png\" class=\"attachment-large size-large wp-image-1270\" alt=\"Einstein Trust Layer\" srcset=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-1024x442.png 1024w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-300x130.png 300w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-768x332.png 768w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled.png 1420w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/>\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Fonte: https:\/\/trailhead.salesforce.com\/pt-BR\/content\/learn\/modules\/the-einstein-trust-layer\/follow-the-response-journey <\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b1a2b84 elementor-widget elementor-widget-text-editor\" data-id=\"b1a2b84\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f4a1.svg\" alt=\"\ud83d\udca1\" \/> O <strong>Einstein Trust Layer<\/strong> \u00e9 um conjunto de medidas de seguran\u00e7a e privacidade integradas ao Salesforce Einstein Copilot, projetado para garantir que as intera\u00e7\u00f5es e os dados processados pelo assistente de IA sejam seguros e confi\u00e1veis. Algumas destas medidas incluem:<\/p><ol><li><strong>Mascaramento de Dados<\/strong>: protege informa\u00e7\u00f5es sens\u00edveis ao mascarar dados confidenciais durante o processamento e as intera\u00e7\u00f5es com a IA;<\/li><li><strong>Arquitetura de Zero-Reten\u00e7\u00e3o<\/strong>: garante que os dados n\u00e3o sejam armazenados fora do Salesforce, evitando riscos de exposi\u00e7\u00e3o de dados ao manter as informa\u00e7\u00f5es sempre em um ambiente seguro;<\/li><li><strong>Detec\u00e7\u00e3o de Toxicidade<\/strong>: implementa filtros para identificar e evitar respostas inapropriadas ou prejudiciais geradas pela IA, garantindo que as intera\u00e7\u00f5es sejam seguras e alinhadas aos valores da empresa;<\/li><li><strong>Trilha de Auditoria<\/strong>: oferece aos clientes uma trilha de auditoria de todas as intera\u00e7\u00f5es e a\u00e7\u00f5es realizadas pelo Einstein Copilot, permitindo um controle e monitoramento rigoroso do uso da IA.<\/li><\/ol><p><!-- notionvc: 7cc8cbd5-5495-4cff-b991-a7550ad0848f --><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ad242e9 elementor-widget elementor-widget-text-editor\" data-id=\"ad242e9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>No topo desta estrutura, o Einstein Copilot possui um <span class=\"notion-enable-hover\" data-token-index=\"1\">motor de racioc\u00ednio<\/span> que interpreta as solicita\u00e7\u00f5es dos usu\u00e1rios e identifica a inten\u00e7\u00e3o da mensagem, para ent\u00e3o decidir e executar as <span class=\"notion-enable-hover\" data-token-index=\"3\">Copilot Actions<\/span> apropriadas para atender a necessidade do usu\u00e1rio &#8211; tudo isso sem a necessidade de treinar ou ajustar um LLM!<!-- notionvc: 09161a51-e4b2-4ad7-81ae-8a58c0bddd85 --><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-649ad8d elementor-widget elementor-widget-text-editor\" data-id=\"649ad8d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span class=\"notion-enable-hover\" data-token-index=\"0\"><img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f4a1.svg\" alt=\"\ud83d\udca1\" \/> <strong>Copilot Actions<\/strong><\/span> s\u00e3o tarefas pr\u00e9-programadas ou personalizadas que permitem ao Einstein Copilot automatizar fluxos de trabalho e ajudar os usu\u00e1rios a completar tarefas de forma eficiente, como enviar e-mails de acompanhamento, criar planos de fechamento personalizados, ou fornecer insights baseados em dados.\u00a0<\/p><p><em><span class=\"notion-enable-hover\" data-token-index=\"2\">A Salesforce vem atuando continuamente no desenvolvimento das capacidades do Einstein, o que inclui ampliar ainda mais sua biblioteca de a\u00e7\u00f5es. Para ver mais detalhes do <\/span><span class=\"notion-enable-hover\" data-token-index=\"3\">roadmap do Einstein AI<\/span><span class=\"notion-enable-hover\" data-token-index=\"4\">, consulte o link: <\/span><a class=\"notion-link-token notion-focusable-token notion-enable-hover\" tabindex=\"0\" href=\"http:\/\/sfdc.co\/EinsteinAIRoadmap\" rel=\"noopener noreferrer\" data-token-index=\"5\" target=\"_blank\"><span class=\"link-annotation-unknown-block-id--181798628\">http:\/\/sfdc.co\/EinsteinAIRoadmap<\/span><\/a><\/em><!-- notionvc: 549d4ddf-f45f-4589-b0c8-847a8e09dfac --><\/p><p><!-- notionvc: 7cc8cbd5-5495-4cff-b991-a7550ad0848f --><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-514c6d2 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"514c6d2\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-91ee025\" data-id=\"91ee025\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7961ba8 elementor-widget elementor-widget-text-editor\" data-id=\"7961ba8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2><strong>Como habilito o Einstein Copilot?<\/strong><\/h2><p>Para conseguir ativar os recursos de IA generativa do Einstein, voc\u00ea precisa que o <strong>Data Cloud esteja provisionado e habilitado<\/strong> em sua org. O Data Cloud \u00e9 necess\u00e1rio para a funcionalidade essencial do <em>Einstein Generative AI<\/em>, como a <em>Trust Layer<\/em>.<\/p><p><img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f4a1.svg\" alt=\"\ud83d\udca1\" \/>A Salesforce disponibiliza o Data Cloud numa vers\u00e3o\u00a0<strong>Freemium<\/strong>\u00a0para clientes da vers\u00e3o Enterprise ou superior. Em alguns casos, ela j\u00e1 foi habilitada na \u00faltima atualiza\u00e7\u00e3o da Org; caso contr\u00e1rio, voc\u00ea precisar\u00e1 fazer a aquisi\u00e7\u00e3o da mesma conforme as instru\u00e7\u00f5es a seguir:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-3cc3ce8\" data-id=\"3cc3ce8\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9b93d55 elementor-widget elementor-widget-image\" data-id=\"9b93d55\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"379\" src=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/giphy-1.gif\" class=\"attachment-large size-large wp-image-1280\" alt=\"Pulo do Gato para o Einstein Copilot\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<div class=\"elementor-element elementor-element-b8665ed elementor-widget elementor-widget-text-editor\" data-id=\"b8665ed\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Se o Data Cloud ainda n\u00e3o estiver habilitado, fa\u00e7a login na Org que deseja efetuar a instala\u00e7\u00e3o (tanto o Einstein Copilot como a Data Cloud s\u00f3 possuem a vers\u00e3o dispon\u00edvel ao p\u00fablico em ambiente produtivo) e acesse sua conta pelo bot\u00e3o na p\u00e1gina &#8220;<span class=\"notion-enable-hover\" data-token-index=\"1\">Log into Your Account&#8221;. <\/span>Depois, clicando em <span class=\"notion-enable-hover\" data-token-index=\"3\">Browse &amp; Buy,\u00a0<\/span>voc\u00ea vai encontrar o produto &#8220;<span class=\"notion-enable-hover\" data-token-index=\"5\">Data Cloud Provisioning&#8221;<\/span>. Basta adicionar ao carrinho, ler os termos e concluir a \u201ccompra\u201d.<!-- notionvc: 5352ce9d-f604-48c9-b17a-7fd633110db0 --><br \/><!-- notionvc: 09161a51-e4b2-4ad7-81ae-8a58c0bddd85 --><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-144c426 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"144c426\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-656cdd8\" data-id=\"656cdd8\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4c3ee9c elementor-widget elementor-widget-image\" data-id=\"4c3ee9c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"547\" src=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-4.png\" class=\"attachment-large size-large wp-image-1281\" alt=\"Habilitando o Data Cloud Salesforce\" srcset=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-4.png 960w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-4-300x182.png 300w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-4-768x466.png 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-5341081\" data-id=\"5341081\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-27c7d89 elementor-widget elementor-widget-image\" data-id=\"27c7d89\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"580\" height=\"642\" src=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-5.png\" class=\"attachment-large size-large wp-image-1282\" alt=\"Data Cloud Provisioning Salesforce\" srcset=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-5.png 580w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image-5-271x300.png 271w\" sizes=\"(max-width: 580px) 100vw, 580px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<div class=\"elementor-element elementor-element-8d6e7ba elementor-widget elementor-widget-text-editor\" data-id=\"8d6e7ba\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Ap\u00f3s assinar os termos, voc\u00ea receber\u00e1 a confirma\u00e7\u00e3o de que voc\u00ea agora disp\u00f5e da Data Cloud em sua organiza\u00e7\u00e3o. Basta agora dar a permiss\u00e3o ao seu usu\u00e1rio Admin (ou criar um novo para este gerenciamento).<\/p><ol><li>V\u00e1 para &#8220;Configura\u00e7\u00f5es&#8221; e, na caixa de pesquisa, busque por &#8220;Usu\u00e1rios&#8221; e selecione;<\/li><li>Clique no <i>u<\/i>sername desejado;<\/li><li>Em &#8220;Permission Set Assignments&#8221;, clique em &#8220;Edit Assignments&#8221;;<\/li><li>Selecione &#8220;Data Cloud Admin permission set&#8221;, e clique &#8220;Add&#8221;;<\/li><li>Clique &#8220;Save&#8221;;<\/li><li>Novamente, em configura\u00e7\u00f5es, busque por &#8220;Data Cloud Setup&#8221; e inicie o processo de configura\u00e7\u00e3o.<\/li><\/ol><p><!-- notionvc: 3124f602-9ba7-4ffa-89da-05cc3b864268 --><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7e59f9d elementor-widget elementor-widget-image\" data-id=\"7e59f9d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"261\" src=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/9973f689-a283-4fc3-8473-58dd63efb962-768x261.png\" class=\"attachment-medium_large size-medium_large wp-image-1286\" alt=\"Data Cloud Setup Salesforce\" srcset=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/9973f689-a283-4fc3-8473-58dd63efb962-768x261.png 768w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/9973f689-a283-4fc3-8473-58dd63efb962-300x102.png 300w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/9973f689-a283-4fc3-8473-58dd63efb962-1024x348.png 1024w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/9973f689-a283-4fc3-8473-58dd63efb962.png 1420w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-495b5e5 elementor-widget elementor-widget-text-editor\" data-id=\"495b5e5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Conclu\u00edda a configura\u00e7\u00e3o do Data Cloud, chegou o momento de ativar o Einstein!\u00a0<span role=\"img\" aria-label=\"\ud83d\ude0d\"><img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f60d.svg\" alt=\"\ud83d\ude0d\" \/><br \/><span style=\"font-family: 'Open Sans';\">Para isso, acesse a configura\u00e7\u00e3o, procure por &#8220;IA Generativa&#8221; e deslize o bot\u00e3o de toggle. Depois disso, atualize a p\u00e1gina.<\/span><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-beb0b77 elementor-widget elementor-widget-image\" data-id=\"beb0b77\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"201\" src=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-1-1024x229.png\" class=\"attachment-large size-large wp-image-1287\" alt=\"Habilitando o Einstein Copilot no Salesforce\" srcset=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-1-1024x229.png 1024w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-1-300x67.png 300w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-1-768x172.png 768w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-1-1536x344.png 1536w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-1.png 2000w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-aef8ac3 elementor-widget elementor-widget-text-editor\" data-id=\"aef8ac3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Agora voc\u00ea poder\u00e1 ativar o Einstein Copilot. Isso pode ser feito procurando por &#8220;Einstein Copilots&#8221; e deslizando mais um bot\u00e3o de toggle.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-58289a8 elementor-widget elementor-widget-image\" data-id=\"58289a8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"471\" src=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-2-1024x536.png\" class=\"attachment-large size-large wp-image-1291\" alt=\"Como ativar o Copilot no Einstein Salesforce\" srcset=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-2-1024x536.png 1024w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-2-300x157.png 300w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-2-768x402.png 768w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-2-1536x803.png 1536w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-2.png 2000w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6664048 elementor-widget elementor-widget-text-editor\" data-id=\"6664048\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f4a1.svg\" alt=\"\ud83d\udca1\" \/> Se voc\u00ea n\u00e3o encontrar o &#8220;Einstein Copilots&#8221; em &#8220;Configura\u00e7\u00e3o&#8221;, talvez voc\u00ea n\u00e3o tenha uma licen\u00e7a para essa funcionalidade. Entre em contato com AE da Salesforce para mais informa\u00e7\u00f5es.<\/p><p>Por fim, lembre-se de atribuir as permiss\u00f5es relevantes. Existem dois Conjuntos de Permiss\u00f5es para o Copilot: Einstein Copilot for Salesforce Admin (permite que os usu\u00e1rios criem e gerenciem assistentes dentro da organiza\u00e7\u00e3o) e Einstein Copilot for Salesforce User (d\u00e1 ao usu\u00e1rio acesso ao assistente do Einstein Copilot).<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0b7a0ea elementor-widget elementor-widget-image\" data-id=\"0b7a0ea\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"494\" src=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-3-1024x562.png\" class=\"attachment-large size-large wp-image-1292\" alt=\"Conjunto de permiss\u00f5es do Einstein Copilot Salesforce\" srcset=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-3-1024x562.png 1024w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-3-300x165.png 300w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-3-768x422.png 768w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-3-1536x843.png 1536w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-3.png 2000w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-85ed73d elementor-widget elementor-widget-text-editor\" data-id=\"85ed73d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Agora j\u00e1 pode correr para o abra\u00e7o: \u00e9 hora de construir seu Einstein!<\/strong><\/p><p>Para customizar o Copilot, \u00e9 necess\u00e1rio abrir o Builder do Copilot. Isso pode ser feito procurando por &#8220;Copilots&#8221; na configura\u00e7\u00e3o, abrindo o seu Copilot pelo nome e, em seguida, usando o bot\u00e3o &#8220;Abrir no Builder&#8221;.<\/p><p><!-- notionvc: 815ff798-c979-491c-aaf9-f68d0d406360 --><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4c4d719 elementor-widget elementor-widget-image\" data-id=\"4c4d719\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"494\" src=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image6-2-1024x562.gif\" class=\"attachment-large size-large wp-image-1293\" alt=\"Como configurar o Einstein Copilot Salesforce\" srcset=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image6-2-1024x562.gif 1024w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image6-2-300x165.gif 300w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/image6-2-768x422.gif 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e8caa6e elementor-widget elementor-widget-text-editor\" data-id=\"e8caa6e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Existem v\u00e1rias se\u00e7\u00f5es no Builder do Copilot que voc\u00ea pode usar para personaliza\u00e7\u00e3o de acordo com as necessidades espec\u00edficas da sua organiza\u00e7\u00e3o:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-893f197 elementor-widget elementor-widget-image\" data-id=\"893f197\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"494\" src=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-4-1024x562.png\" class=\"attachment-large size-large wp-image-1294\" alt=\"Op\u00e7\u00f5es de configura\u00e7\u00f5es do Salesforce Einstein Copilot\" srcset=\"https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-4-1024x562.png 1024w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-4-300x165.png 300w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-4-768x422.png 768w, https:\/\/www.sysmap.com.br\/techblog\/wp-content\/uploads\/2024\/08\/Untitled-4.png 1420w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8d1f98d elementor-widget elementor-widget-text-editor\" data-id=\"8d1f98d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol><li><strong>A\u00e7\u00f5es<\/strong>: possibilita adicionar ou remover a\u00e7\u00f5es ao seu Copilot. \u00c9 dividida em duas partes: This Copilot\u2019s Actions (a\u00e7\u00f5es ativas para o seu assistente) e Copilot Actions Library (possibilidade de a\u00e7\u00f5es da biblioteca Salesforce para o Copilot);<\/li><li><strong>Configura\u00e7\u00f5es de Idioma<\/strong>: \u00e1rea para habilita\u00e7\u00e3o do Copilot em outros idiomas (conforme disponibilidade do roadmap) e tamb\u00e9m para selecionar o tom de conversa do seu assistente;<\/li><li><strong>Logs de Eventos<\/strong>: log de todas as sess\u00f5es do seu Copilot;<\/li><li><strong>Plano Din\u00e2mico<\/strong>: mostra as etapas do modelo de IA para determinar a inten\u00e7\u00e3o da mensagem do usu\u00e1rio e fornecer a resposta mais relevante;<\/li><li><strong>Pr\u00e9via da Conversa<\/strong>: pr\u00e9via do Copilot onde voc\u00ea pode testar seus prompts;<\/li><li><strong>Ativar\/Desativar<\/strong>: use este bot\u00e3o para ativar ou desativar seu Copilot. Voc\u00ea precisar\u00e1 desativar seu Copilot sempre que precisar fazer altera\u00e7\u00f5es, como adicionar ou remover a\u00e7\u00f5es.<\/li><\/ol><p>Ficou curioso para saber mais? No pr\u00f3ximo post, vamos explorar em detalhes como funciona o Actions.<\/p><p><strong>Resumo<\/strong><\/p><p>O Salesforce Einstein Copilot \u00e9 um divisor de \u00e1guas para empresas que buscam aumentar a produtividade e tomar decis\u00f5es mais inteligentes. Ao utilizar Intelig\u00eancia Artificial para automatizar tarefas rotineiras, fornecer recomenda\u00e7\u00f5es e se integrar aos fluxos de trabalho existentes, ele garante maior facilidade e precis\u00e3o nas atividades rotineiras de diversos departamentos. Seja em vendas, marketing ou atendimento ao cliente, o Einstein Copilot est\u00e1 redefinindo a forma como as equipes trabalham.<\/p><h4><strong>Refer\u00eancias<\/strong><\/h4><ul><li><a href=\"https:\/\/www.salesforce.com\/news\/press-releases\/2024\/04\/25\/einstein-copilot-general-availability\/#:~:text=San Francisco \u2014 April 25%2C 2024,scale adoption of generative AI.\" data-wplink-url-error=\"true\" target=\"_blank\" rel=\"noopener\"><em>Salesforce Announces General Availability of Einstein Copilot Along with New Einstein Copilot Actions for Sellers and Tools for Driving Enterprise AI Adoption &#8211; Salesforce<\/em><\/a><\/li><li><em><a href=\"https:\/\/trailhead.salesforce.com\/pt-BR\/content\/learn\/modules\/einstein-copilot-basics\/enable-customize-copilot\" target=\"_blank\" rel=\"noopener\">Customize Your AI Assistant in Salesforce | Salesforce Trailhead<\/a><\/em><\/li><li><em><a href=\"https:\/\/www.salesforceben.com\/get-started-with-salesforce-einstein-copilot-builder\/\" target=\"_blank\" rel=\"noopener\">Get Started With Salesforce Einstein Copilot Builder | Salesforce Ben<\/a><\/em><\/li><li><em><a href=\"https:\/\/quip.com\/m3gMAUjabbW3\" target=\"_blank\" rel=\"noopener\">AI &amp; Einstein &#8211; Partner Pocket Guide &#8211; Quip<\/a><\/em><\/li><li><em><a href=\"https:\/\/www.salesforce.com\/data\/next-steps\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.salesforce.com\/data\/next-steps\/<\/a><\/em><\/li><li><em><a href=\"https:\/\/trailhead.salesforce.com\/it\/content\/learn\/modules\/einstein-copilot-sales-actions-for-sellers-quick-look\/maximize-sales-performance-with-einstein-copilot-actions\" target=\"_blank\" rel=\"noopener\">Maximize Sales Performance with Einstein Copilot Actions | Salesforce<\/a><\/em><\/li><\/ul><p><!-- notionvc: c3146570-0fd6-4f88-ad85-98cc0e1e4291 --><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>O Salesforce Einstein Copilot \u00e9 um divisor de \u00e1guas para empresas que buscam aumentar a produtividade e tomar decis\u00f5es mais inteligentes. Veja como habilitar essa funcionalidade no Salesforce.<\/p>\n","protected":false},"author":8,"featured_media":1301,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12,11,2],"tags":[16,15,14,13],"class_list":["post-1241","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-copilot","category-salesforce","category-tecnologia","tag-automatizacao","tag-copilot","tag-einstein","tag-salesforce"],"_links":{"self":[{"href":"https:\/\/www.sysmap.com.br\/techblog\/wp-json\/wp\/v2\/posts\/1241","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sysmap.com.br\/techblog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sysmap.com.br\/techblog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sysmap.com.br\/techblog\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sysmap.com.br\/techblog\/wp-json\/wp\/v2\/comments?post=1241"}],"version-history":[{"count":40,"href":"https:\/\/www.sysmap.com.br\/techblog\/wp-json\/wp\/v2\/posts\/1241\/revisions"}],"predecessor-version":[{"id":1316,"href":"https:\/\/www.sysmap.com.br\/techblog\/wp-json\/wp\/v2\/posts\/1241\/revisions\/1316"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sysmap.com.br\/techblog\/wp-json\/wp\/v2\/media\/1301"}],"wp:attachment":[{"href":"https:\/\/www.sysmap.com.br\/techblog\/wp-json\/wp\/v2\/media?parent=1241"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sysmap.com.br\/techblog\/wp-json\/wp\/v2\/categories?post=1241"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sysmap.com.br\/techblog\/wp-json\/wp\/v2\/tags?post=1241"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}