GPTfy

What it does

GPTfy integrates AI into Salesforce, allowing sales and support teams to streamline workflows and improve efficiency. It enhances Salesforce clouds strategy by connecting Sales Cloud, Service Cloud, and Financial Services Cloud with AI tools. GPTfy automates grunt work in sales and support, integrates AI models, and ensures data privacy with robust security.

How to use: GPTfy can be used by connecting it to your Salesforce org. It offers features like prompt builder, flow & apex integration, and external object integration. Users can customize prompts to control AI behavior and automate AI processes.

Core features

• ✦AI integration into Salesforce
• ✦BYOM (Bring Your Own Model)
• ✦RAG (Retrieval-Augmented Generation)
• ✦Prompt Builder
• ✦Flow & Apex Integration
• ✦External Object Integration
• ✦API Data Sources
• ✦Security Layer

Use cases

• →Automate case deflection in Experience Cloud
• →Create RFP drafts
• →Translate content
• →Use AI to find smart solutions for customer problems
• →Case Resolution
• →Account 360