For sales reps who need to draft personalized emails based on previous communications, theAgentforce Specialistshould recommend theEinstein Copilot Action: Draft or Revise Sales Email. This action uses AI to generate or revise email content, leveraging past successful communications to create personalized and relevant outreach to prospects or clients.
* Find Similar Opportunitiesis used for opportunity matching, not email drafting.
* Summarize Recordprovides a summary of customer data but does not directly help with drafting emails.
For more information, refer toSalesforce's Einstein Copilot documentationon standard actions for sales teams.