Customize the Implementation of Generative AI Solutions for Enterprise Sales Management (Managed Package)

Provide specific functionalities based on your business requirements by customizing generative AI solutions for Enterprise Sales Management (ESM). You can design and implement extensions, modifications, and customizations to the default functionality of generative AI features within ESM. For example, you can customize the prompts and questions in Einstein Quick Quote - Needs Analysis to show appropriate mobile subscription recommendations.

This feature is part of the Communications Cloud managed package.

Important Einstein Quick Quote for Enterprise Sales Management is scheduled for deprecation in Winter `27. After the deprecation, you can no longer use Einstein Quick Quote in Enterprise Sales Management orgs on Winter `27 and later.

• Customization of Prompts and Questions in Einstein Quick Quote (Managed Package)
  You can customize the prompts and questions in Einstein Quick Quote - Needs Analysis to suit your business needs. For example, the default configuration of Einstein Quick Quote - Needs Analysis shows questions to determine whether a broadband or an SD-WAN connection is suitable for a customer based on their responses. You can customize the implementation to show appropriate mobile subscription recommendations by modifying the related Omnistudio components.
• Customize Product Descriptions that Einstein Uses to Make Product Recommendations (Managed Package)
  Einstein makes product recommendations based on the product descriptions in the product catalog. A product description must specify the conditions that a product is best suited for. For example, a type of SD-WAN connection can be best suited for entry level SD-WAN solutions that don't need an in-house IT support team.
• Customize Omnistudio Components for Einstein Quick Quote in Enterprise Sales Management (Managed Package)
  Einstein Quick Quote is built with an Omniscript that uses various integration procedures to fetch and save the required data.