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AI Specialist - Coggle Diagram
AI Specialist
Prompt Template
Types
Field Generation
Object + Object Field
Record Summary (Copilot)
Flex
Sales Email
Recipient + Related Object
Automations
Flows
Template-Triggered Prompt Flow
Type has to match template type
Apex
Sales AI
Features
Generative emails
Call summaries and call support
Automatic activity capture
Opp and Lead scoring
Sales coaching
Einstein Copilot
Service AI
Features
ES Article Recommendations
ES Bots
ES Case Classification
ES Case Routing
ES Case Wrap-Up
ES Conversation Mining
ES Knowledge Creation
ES Knowledge Creation
ES Next Best Action
ES Reply Recommendations
ES Service Replies
ES Work Summaries
Service Analytics