Service Agent - Can engage customers on their own across channels 24/7, quickly resolve cases, and escalate cases to human agents when necessary.

‍Einstein Recommendations - Assists your agents in guiding customers towards optimized energy usage with personalized, informed recommendations.

‍Account & Customer Service Summaries - Einstein Summaries enhance agent efficiency with deep insights into past customer interactions, account history, and service cases, along with the ability to summarize chats into concise summaries that capture essential information for improved understanding and follow-up actions.

‍Field Work Summaries - AI-generated summaries help your field techs reduce visit durations and administrative tasks with intelligent summary generation for accurate, comprehensive reports that incorporate real-time customer data, word order summary, steps completed, job images, and more.

Academic Operations - Faculty can easily define course and program details, create learning program plans, and use AI to generate relevant skills.

‍Advancement & Alumni Relations - Use AI to enhance relationships through personalization, comprehensive data, and intelligent reporting.

‍Recruitment & Admissions - Generate tailored responses to prospective student inquiries with customizable prompt templates and AI in the flow of work.

‍Intelligent Question Generator - Use AI to generate intake questions for advising, extracurricular, and other student support programs.

Donor Engagement - Automatically gather relevant information from the Account, Donor Gift Summary, and Contact profile to craft meaningful proposals based on data and prompt inputs.

‍Fundraising - Use Einstein to quickly summarize a donor's engagement and draft personalized gift proposals.

‍Grant Making - With Einstein, you can quickly generate a summary of how a grant is performing against set indicators or create a distilled version of an application to send off for board review.

‍Program Management - Einstein allows you to easily get a summary of all the notes from previous meetings with a client or generate a program performance summary.

Healthcare Agent - Engages with patients, providers, and payers to resolve inquiries, provide summaries, and take action across multiple channels.

‍Patient Data Management - Use Einstein to request a summary of a patient or member, including patient information, care plans, medications, clinical encounters, referrals, prior authorizations, care team details, open/closed assessments, social determinants of health, patient preferences, and past engagements.

‍Patient Program Outcome Management - Use Einstein to summarize care program outcomes with comprehensive information on the program, adherence, engagement, and patient satisfaction rates.

‍Benefits Verification - Use AI-generated call scripts and patient pharmacy benefits summaries for effective payer and healthcare provider interactions.

‍Patient Services - Use Einstein to summarize a patient’s medical history including prescription dosages, clinical encounters, and social determinants to inform care decisions.

‍Participant Recruitment & Enrollment - Find and enroll the right patients into clinical trials using AI-powered candidate auto-matching and cohort builder.

‍Provider Network Management - Use Einstein to quickly review provider information and past performance to optimize network adequacy and lower patient wait times.