What should an admin do to ensure a custom action for Einstein Copilot functions correctly?

To ensure that a custom action for Einstein Copilot functions correctly, the most important step is to test the action using the Copilot Builder and refine the instructions based on feedback and observations during testing. This process allows the admin to identify any issues, inconsistencies, or areas for improvement in how the action is executed within the Copilot environment.

Testing in the Copilot Builder provides a controlled environment where admins can simulate real-world usage of the action, making it easier to spot potential pitfalls in the instructions and functionality. By refining the instructions based on this testing, the admin can enhance clarity, ensuring that users of the Copilot understand how to interact with the action effectively and that the action performs as intended.

This iterative approach is crucial in ensuring that the final deployment meets user expectations and operational requirements, which leads to a more robust and effective integration of custom actions within Einstein Copilot.