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Add Einstein Autofill Omniscript Component (Beta)

To generate Einstein Autofill recommendations and customize the Autofill elements, select any Omniscript and use the properties panel to configure the feature.

Required Editions

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User Permissions Needed
To create, customize, and configure the Omniscript: Omnistudio Admin permission set
  1. To check your Omnistudio settings, in Setup, find and select Omnistudio Settings.
    To enable the Omnistudio standard designer, see Build Omnistudio Components More Easily with the Standard Designer. If the standard designer is enabled, complete step 3. Otherwise, continue with step 2.
  2. If the Omnistudio managed package designer is enabled, then complete these steps.
    1. From the App Launcher, find and select Omnistudio.
    2. In the Omnistudio app, from the navigation menu, select Omniscripts.
    3. Open the Omniscript where you want to enable the Autofill feature. If the Omniscript is file-based, create another version of the Omniscript.
    4. Drag the Custom Lightning Web Component to the step on the canvas where you want the recommendations to appear.
    5. Enter aiautofill__autofillEinsteinHome as the Lightning web component name.
    6. Configure the Custom LWC Properties for the AutoFill component.
    7. To provide additional instructions for the prompt, configure the additionalPromptInstructions.
    8. To specify the output JSON schema for the Einstein Autofill component, configure the jsonSchema.
      The output schema helps the Autofill component understand which fields require recommendations. See JSON Schema Example.
    9. If needed, configure the retrieveConfidenceScore to specify whether to show the confidence score.Custom LWC Component
  3. If Omnistudio standard designer is enabled, then complete these steps.
    1. From the App Launcher, find and select Omnistudio.
    2. In the Omnistudio app, from the navigation menu, select Omnistudio Builder.
    3. Enter Einstein Autofill (Beta) in the search elements box, and select Einstein Autofill (Beta).
    4. From the Einstein menu, drag the Einstein Autofill (Beta) component onto the Omniscript step where you want the recommendations to appear.
    5. Enter the details in the Einstein Autofill (Beta) Properties pane.
      These properties reflect the changes in the runtime, such as the title and description. See JSON Schema Example.
    6. To retrieve a confidence score, select Retrieve Confidence Score (Optional). Retrieving a confidence score is optional and indicates how certain Einstein is about the accuracy of the draft.Omnistudio Builder

See Also