Get Started with Einstein Copilot

Bring the power of conversational AI to your business with Einstein Copilot. Build a trusted and customizable AI assistant that empowers your users to get more done in Salesforce.

You can build custom Copilot actions from Apex code. Also, some Copilot functionality is available through our Metadata API and Tooling API.

With Copilot Builder, developers can enhance Copilot’s capabilities by creating custom actions using Apex, flows, or prompt templates. This unique extensibility empowers developers to tailor Einstein Copilot to their business needs. To use your Apex code in a custom action, you must annotate your method with @InvocableMethod. This annotation makes the action available in Einstein Copilot Studio for configuration. The following sample code shows an Apex class that uses this annotation.

To learn how to turn an invocable Apex method into a custom Copilot action, check out these resources.

Manage Einstein Copilot actions and customize the planner service using our Metadata API.

  • GenAiFunction: Represents a Copilot action that can be added to Einstein Copilot.
  • GenAiPlanner: Represents a planner that uses a large language model (LLM) and a reasoning strategy to decompose a given task into smaller subtasks, identify the most suitable actions for each subtask, and invoke them.

Manage Einstein Copilot actions and customize the planner service using our Tooling API.

  • GenAiFunctionDefinition: Represents a Copilot action that can be added to Einstein Copilot.
  • GenAiPlannerDefinition: Represents a planner that uses an LLM and a reasoning strategy to decompose a given task into smaller subtasks, identify the most suitable actions for each subtask, and invoke them.