---
schema_version: "1"
id: 85727294838d94d4558a39a74fca21235d1d6418f5576eb23aabb76e2c5d8f7b
title: Einstein Autofill (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/einstein_autofill.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.einstein_autofill.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fc99cb85af3d22bde28d910bed2b015f6b7939ab9bb64413245cc226811d17e4
description: Manual data entry is a time-consuming and error-prone task for customer service reps (CSR) in banking and other industries, such as hospital receptionists, automotive dealers, retail support personnel, and insurance claim specialists, especially when they handle customer complaints. Inefficient data entry can lead to delays, repeated information requests, and frustration for both CSRs and customers.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Einstein Autofill (Beta)

Manual data entry is a time-consuming and error-prone task for customer service reps (CSR) in banking and other industries, such as hospital receptionists, automotive dealers, retail support personnel, and insurance claim specialists, especially when they handle customer complaints. Inefficient data entry can lead to delays, repeated information requests, and frustration for both CSRs and customers.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.einstein_autofill_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Users access Einstein Autofill in their Salesforce org through supported editions, add-ons, and permissions.">View product and edition availability</a></td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-einstein_autofill-264-0-0-production-enus/91562c4c-35c5-41cd-9bcd-d98d5fea0df7/images/icon_note.png)

Note

Einstein Autofill (Beta) is a pilot or beta service that is subject to the Beta Services Terms at [Agreements - Salesforce.com](https://www.salesforce.com/company/legal/agreements/) or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the [Product Terms Directory](https://ptd.salesforce.com/?_ga=2.247987783.1372150065.1709219475-629000709.1639001992). Use of this pilot or beta service is at the Customer's sole discretion.

Use Einstein Autofill to get AI-driven recommendations that transform real-time call and chat conversations into instant suggestions. These recommendations help your team fill out forms swiftly. Empower your team to deliver faster, more accurate form completions thus reducing manual effort and boosting customer satisfaction. Seamlessly embed this feature into any Omniscript to auto-fill any form based on voice or chat conversations.

![Add Complaint Detail](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-einstein_autofill-264-0-0-production-enus/91562c4c-35c5-41cd-9bcd-d98d5fea0df7/einstein_autofill/images/einstein_autofill_add_complaint_details.png)

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-einstein_autofill-264-0-0-production-enus/91562c4c-35c5-41cd-9bcd-d98d5fea0df7/images/icon_important.png)

Important This tool uses generative AI, which is known to include inaccurate or harmful responses. Before sharing externally, review the output for accuracy and safety. You assume responsibility for the output when sharing.

- **[Einstein Autofill Setup (Beta)](https://help.salesforce.com/s/articleView?id=ind.einstein_autofill_setup.htm&release=264.0.0&type=5)**  
    Set up Einstein Autofill to get access to AI-driven recommendations. Make sure that you meet all the prerequisites.