Use Content Creation for Account Engagement, powered by Einstein to draft forms and
landing pages and to create email subject lines, headers, and body copy. The Einstein Assistant
prompts you to describe what you want to draft. The more specific you are, the more useful and
accurate your results. The Einstein Assistant window appears when you create a landing page,
form, or email, or edit an existing one. After acknowledging you’re about to use generative AI,
Einstein is ready to help. If you don’t see the assistant window, ask your admin to enable it in
Einstein Generative AI Setup.
Required Editions
| Available in: Lightning Experience |
Available in: Account Engagement Advanced or
Premium
|
Einstein chat history is retained per account, per record, and per tab with the asset. For
example, if you create an email using Einstein, you see the history for that email when you
edit it. However, you don’t see that history when you create another email. Currently,
Einstein Assistant supports English, French, German, Japanese, Portuguese (Brazil), and
Spanish.
Drafting Landing Pages
Based on your prompt entry, Einstein suggests a
name, tags, a title, and a description. You can accept or redraft the elements individually. For
the description, you can edit the suggested text to fully customize it. A diamond next to a
field indicates that the information was drafted using Einstein Assistant.
If Einstein can’t help you with a task, you’re notified in the chat window. For example, when you continue
to select a form or content layout, Einstein lets you know it's unable to help with that part of
the process, and to continue on your own until Einstein can help.
Creating Forms
Based on your prompt entry, Einstein suggests a name and
tags. Einstein can’t help you with the Fields tab, but can help you with the Look and Feel tab
description, headlines, and paragraphs. Einstein can help you draft details in the Completion
Actions tab.
Writing Emails
On the Account Engagement Email tab, you can use Einstein
in the Drafts section. For list emails and list email drafts, use Einstein to draft a subject
line, header, and body copy paragraphs in the editor. When Einstein provides the information
that you want to use, copy it from the prompt to where you want to use it in your email. When
you save your draft and continue to the Sending page, you can modify the description and subject
line.
- Configure Einstein Generative AI
Enable Einstein generative AI to help draft forms, landing pages, and email subject lines and body copy. You can remove a business unit or disable the Einstein Generative AI option completely at any time. The feature isn’t enabled by default.
