Universal Containers implements Custom Copilot Actions to enhance its customer service
operations. The development team needs to understand the core components of a Custom
Copilot Action to ensure proper configuration and functionality.
What should the development team review in the Custom Copilot Action configuration to
identify one of the core components of a Custom Copilot Action?
A. Instructions
B. Output Types
C. Action Triggers
Explanation:
Universal Containers is enhancing its customer service operations with Custom Copilot
Actions. The development team needs to understand the core components of a Custom
Copilot Action to ensure proper configuration and functionality. One of these core
components is the Output Types.
Core Components of a Custom Copilot Action:
Focus on Output Types:
Why Output Types are a Core Component:
Integration with Copilot:
Data Consistency:
User Experience:
Why Other Options are Less Suitable:
Option A (Instructions):
Option C (Action Triggers):
Universal Containers wants to reduce overall agent handling time minimizing the time spent
typing routine answers for common questions in-chat, and reducing the post-chat analysis
by suggesting values for case fields.
Which combination of Einstein for Service features enables this effort?
A. Einstein Service Replies and Work Summaries
B. Einstein Reply Recommendations and Case Summaries
C. Einstein Reply Recommendations and Case Classification
Explanation:
Universal Containers aims to reduce overall agent handling time by minimizing the time
agents spend typing routine answers for common questions during chats and by reducing
post-chat analysis through suggesting values for case fields.
To achieve these objectives, the combination ofEinstein Reply Recommendationsand
Case Classificationis the most appropriate solution.
1. Einstein Reply Recommendations:
Purpose:Helps agents respond faster during live chats by suggesting the best
responses based on historical chat data and common customer inquiries.
Functionality:
Benefit:Significantly reduces the time agents spend typing routine answers, thus
improving efficiency and reducing handling time.
2. Case Classification:
Purpose:Automatically suggests or populates values for case fields based on
historical data and patterns identified by AI.
Functionality:
Benefit:Reduces the time agents spend on post-chat analysis and data entry by
automating the classification and field population process.
Why Options A and B are Less Suitable:
Option A (Einstein Service Replies and Work Summaries):
Option B (Einstein Reply Recommendations and Case Summaries):
An AI Specialist implements Einstein Sales Emails for a sales team. The team wants to
send personalized follow-up emails to leads based on their interactions and data stored in
Salesforce. The AI Specialist needs to configure the system to use the most accurate and
up-to-date information for email generation.
Which grounding technique should the AI Specialist use?
A. Ground with Apex Merge Fields
B. Ground with Record Merge Fields
C. Automatic grounding using Draft with Einstein feature
Explanation: ForEinstein Sales Emailsto generate personalized follow-up emails, it is
crucial to ground the email content with the most up-to-date and accurate information.
Grounding refers to connecting the AI model with real-time data. The most appropriate
technique in this case isGround with Record Merge Fields. This method ensures that the
content in the emails pulls dynamic and accurate data directly from Salesforce records,
such as lead or contact information, ensuring the follow-up is relevant and customized
based on the specific record.
Record Merge Fieldsensure the generated emails are highly personalized using
data like lead name, company, or other Salesforce fields directly from the records.
Apex Merge Fieldsare typically more suited for advanced, custom logic-driven
scenarios but are not the most straightforward for this use case.
Automatic grounding using Draft with Einsteinis a different feature where Einstein
automatically drafts the email, but it does not specifically ground the content with
record-specific data likeRecord Merge Fields.
A service agent is looking at a custom object that stores travel information. They recently
received a weather alert and now need to cancel flights for the customers that are related
with this itinerary. The service agent needs to review the Knowledge articles about
canceling and
rebooking the customer flights.
Which Einstein Copilot capability helps the agent accomplish this?
A. Execute tasks based on available actions, answering questions using information from accessible Knowledge articles.
B. Invoke a flow which makes a call to external data to create a Knowledge article.
C. Generate a Knowledge article based off the prompts that the agent enters to create steps to cancel flights.
Explanation: In this scenario, theEinstein Copilotcapability that best helps the agent is its
ability toexecute tasks based on available actionsandanswer questionsusing data from
Knowledge articles. Einstein Copilot can assist the service agent by providing relevant
Knowledge articles on canceling and rebooking flights, ensuring that the agent has access
to the correct steps and procedures directly within the workflow.
This feature leverages the agent’s existing context (the travel itinerary) and provides
actionable insights or next steps from the relevant Knowledge articles to help the agent
quickly resolve the customer’s needs.
The other options are incorrect:
Brefers to invoking a flow to create a Knowledge article, which is unrelated to the
task of retrieving existing Knowledge articles.
Cfocuses on generating Knowledge articles, which is not the immediate need for
this situation where the agent requires guidance on existing procedures.
An administrator wants to check the response of the Flex prompt
template they've built, but the preview button is greyed out.
What is the reason for this?
A. The records related to the prompt have not been selected.
B. The prompt has not been saved and activated,
C. A merge field has not been inserted in the prompt.
Explanation: When thepreview button is greyed outin a Flex prompt template, it is often
because the records related to the prompt have not been selected. Flex prompt templates
pull data dynamically from Salesforce records, and if there are no records specified for the
prompt, it can't be previewed since there is no content to generate based on the template.
Option B, not saving or activating the prompt, would not necessarily cause the
preview button to be greyed out, but it could prevent proper functionality.
Option C, missing a merge field, would cause issues with the output but would not
directly grey out the preview button.
Ensuring that the related records are correctly linked is crucial for testing and previewing
how the prompt will function in real use cases.
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