Enable and Customize a Copilot

Learning Objectives

After completing this unit, you’ll be able to:

• Enable Einstein Copilot.
  
• View, edit, and customize a copilot.
  
• Describe each element of the Copilot Builder.
  
• Define the copilot’s language settings.
  
• Add or remove actions from a copilot.
  

Prepare to Leap Into the Future

Before Linda embarks on the setup for Einstein Copilot, let’s stop and appreciate this groundbreaking moment. Linda is about to boldly go where no Salesforce admin has gone before—into the world of AI-powered assistants. Sadly, she can’t teleport there, but she can fire up Salesforce and navigate to Setup where her journey begins. Prepare for warp speed!

Enable Einstein Copilot

In this module, we assume you are a Salesforce administrator with the proper permissions to take these actions. If you’re not an administrator, that’s OK. Read along to learn how your admin would take the steps in a production org. Don't try to follow these steps in your Trailhead Playground. Einstein Copilot isn't available in the Trailhead Playground.

OK, let’s help Linda get started with Cloud Kicks’s copilot. Wouldn’t it be nice if she could enable her new AI assistant for Salesforce with the click of a button? Well, as a matter of fact, she can!

To enable Einstein Copilot:

1. Make sure the Einstein generative AI setting is enabled in your organization.
   
2. From Setup, enter Copilot in the Quick Find box, then select Einstein Copilots.
   
3. Turn on Einstein Copilot for Salesforce.
   

If you don’t see Einstein Copilots in Setup, you might not have a license for the feature. Contact your Salesforce account executive for more information.

That’s it! Behind the scenes, Cloud Kicks’s copilot is being prepared. Linda waits a few short moments, and then voila! The copilot is ready.

View and Edit the Copilot Details

When the copilot is ready, the Einstein Copilots page refreshes to display a list view, and Linda sees Einstein Copilot in the list. The copilot is currently inactive, so Cloud Kicks’s employees won’t be able to use Einstein Copilot until Linda gives her users access to the feature and activates the copilot.

From the copilot’s list view, Linda clicks the copilot’s name to view and edit it.

The Copilot Details

Linda notices four tabs on the copilot details page: Details, Actions, System Messages, and Language Settings. She clicks each tab to explore her new AI assistant and get familiar with the different elements of the copilot.

Here’s what Linda can do from each tab on the copilot details page.

• Details: Edit the name and description of the copilot and enable enriched event logs.
  
• Actions: View the list of actions assigned to the copilot.
  
• System Messages: Define how the copilot greets users at the beginning of a conversation and what to say if a system error occurs.
  
• Language Settings: View the settings that define the language and style of the copilot’s conversational responses.
  

Enable Enriched Event Logs

While Linda is viewing the copilot’s details, she decides to learn a little bit about event logs.

Event logs capture all of the events in a copilot conversation to help admins test and troubleshoot the copilot. By default, the event logs don't contain conversation data, such as end-user or copilot messages. We recommend enabling enriched event logs to view all copilot conversation activity in one place. Event logs are stored for 7 days.

To enable enriched event logs:

1. From the copilot details page, select the Details tab.
   
2. Click the Edit icon next to Enrich event logs with conversation data, and then enable the setting.
   
3. Click Save.
   

Linda’s Game Plan

Now that she’s reviewed the copilot’s details and enabled enriched event logs, Linda is eager to dig in and start customizing her new AI assistant. She wants to understand the process for adding and removing actions from the copilot, and she’s curious about how to change the language settings. She also wants to test the performance of the copilot and find out how to troubleshoot interactions with users.

To tackle all the things on her copilot to-do list, she needs to open the copilot in the Copilot Builder.

Launch and Explore the Copilot Builder

To launch the Copilot Builder and start customizing the copilot, Linda just has to click Open in Builder at the top of the Copilot Details page.

The copilot opens in the Builder, and Linda realizes there’s a lot she can do there. It’s a completely unfamiliar environment to Linda, so let’s give her a quick tour of the Copilot Builder UI.

Here’s a description of each UI element and what it does.

1. Actions: Opens the Actions panel, which lets you view the actions assigned to the copilot and add or remove actions.
   
2. Language Settings: Opens the Language Settings panel, where you can define the conversational style of the copilot.
   
3. Conversation Preview Panel: Lets you simulate a user’s conversation with the copilot by entering instructions or requests in the chat window the way a user might, and then evaluate how the copilot performs.
   
4. Plan Canvas: Lets you watch in real time as the reasoning engine builds a plan and executes actions based on the interactions in the Preview Conversation panel.
   
5. Event Logs: Helps you monitor and troubleshoot the copilot’s conversation activity.
   

That was a brief introduction to help Linda get her bearing—we walk through the process of using the Copilot Builder momentarily.

Customize the Copilot

Now that she knows her way around, Linda is ready to start customizing the copilot. First she adjusts the language settings; then she learns how to add and remove actions from the copilot.

Edit the Language Settings

Currently, Einstein Copilot is English-only, so Linda can’t specify a different language for the copilot. But she can change the Tone setting, which defines the copilot’s conversational style. By default, the tone is set to Casual. The other options are Formal or Neutral.

Linda doesn’t want the AI assistant for Cloud Kicks to be too casual or too formal, so she decides to use the Neutral tone setting.

To edit the language settings:

1. Click Language Settings .
   
2. From the Tone dropdown, select Neutral.
   

When Linda starts testing her copilot in the next unit, she can decide whether she likes the conversational style of the copilot’s responses. If not, she can experiment with one of the other Tone settings.

When customizing your own copilot, choose a tone setting that reflects the brand and personality of your company.

Add or Remove Actions from a Copilot

In the previous unit, you learned that a copilot is made up of actions, and actions are how a copilot gets things done. By default, a copilot includes a set of standard actions provided by Salesforce. You can add or remove actions from your copilot in the Copilot Builder as long as your copilot is currently inactive, and as long as they’re not system actions.

Linda eventually wants to use all of the standard actions available in the copilot, but she doesn’t currently need the Answer Questions with Knowledge action. Cloud Kicks has a knowledge base, but since she’s only piloting the feature with sales reps for now, she removes the action. She’ll re-add it when she’s ready to configure Copilot for use by her service agents.

To add or remove actions:

1. Click Actions .
   
2. On the This Copilot’s Actions tab, review the list of actions currently assigned to the copilot.
   
3. From the dropdown menu next to the Answer Questions with Knowledge action, click Remove.
   

When Linda is finally ready to deploy the copilot to Cloud Kicks’s service agents, she can add the action back to the copilot. All she has to do is select the Copilot Action Library tab to show all the available actions in the library. Then she can select the Answer Questions with Knowledge action and click Add to Copilot.

Linda is relieved that customizing the copilot was a breeze! And she can congratulate herself for taking the first small step toward Cloud Kicks’s AI transformation.

Keep the Momentum Going

Linda has made a ton of progress, but Cloud Kicks’s new copilot isn’t quite ready for primetime. First she needs to test, test, and test some more to ensure a good experience for her copilot users on desktop and mobile devices. She tackles that in the next unit.

Resources

• Salesforce Help: Set Up Einstein Copilot