Salesforce-AI-Specialist Exam Dumps : Salesforce Certified AI Specialist Exam

The primary function of theplanner servicein theEinstein Copilotsystem is toidentify copilot actionsthat should be taken in response to user utterances. This service is responsible for analyzing the conversation and determining the appropriate actions (such as querying records, generating a response, or taking another action) that theEinstein Copilotshould perform based on user input.

Context of the Question

Universal Containers (UC) wants to build a Flex prompt template that uses data returned by a Flow.

“Flex Prompt Templates” allow admins and AI Specialists to incorporate external or dynamic data into generative AI prompts.

Why “Add Flow Instructions” Is Needed

Passing Flow Data into Prompt Templates: When configuring the prompt, you must specify how data from the running Flow is passed into the Flex template. The designated element for that is typically “Flow Instructions,” which map the Flow outputs to the prompt.

Other Options:

Add Flex Instructions: Typically controls how the AI responds or structures the output, not how to bring Flow data into the template.

Add Prompt Instructions: Usually for static or manual instructions that shape the AI’s response, rather than referencing dynamic data from the Flow.

Outcome

“Add Flow Instructions” ensures the prompt can dynamically use the data that the Flow returns—makingOption Ccorrect.

Salesforce AI Specialist References & Documents

Salesforce Help & Training:Using Prompt Templates with FlowExplains how to pass Flow variables into a prompt template via a specialized step (e.g., “Flow Instructions”).

Salesforce AI Specialist Study GuideOutlines how to configure generative AI prompts that reference real-time Flow data.

To enable Universal Containers' sales team with automatic post-call visibility into mentions ofcompetitors, products, and custom phrases, the AI Specialist should set upCall Insights.Call Insightsanalyzes voice and video calls for key phrases, topics, and mentions, providing insights into critical aspects of the conversation. This feature automatically surfaces key details such as competitor mentions, product discussions, and custom phrases specified by the sales team.

Call Summariesprovide a general overview of the call but do not specifically highlight keywords or topics.

Call Exploreris a tool for navigating through call data but does not focus on automatic insights.

For more information, refer toSalesforce's Call Insights documentationregarding the analysis of call content and extracting actionable information.