GPTfy

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Introduction: Bring Gen AI to your Salesforce safely and securely.
Added on: Jan 21, 2025
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GPTfy

What is GPTfy

GPTfy integrates Generative AI with Salesforce to streamline workflows, reduce manual tasks, and enhance productivity. It offers enterprise-grade security and ensures that your data never leaves your infrastructure. With features like Einstein Chatbot augmentation, GPTfy Voice, and seamless integrations with Gmail/Outlook, GPTfy empowers sales and support teams to focus on what matters most.

How to Use GPTfy

  1. Integrate GPTfy with Salesforce: Follow the setup guide to connect GPTfy with your Salesforce instance.
  2. Configure AI Models: Use the BYOM (Bring Your Own Model) feature to integrate your preferred AI models.
  3. Automate Workflows: Utilize GPTfy Voice and File Analysis to automate repetitive tasks.
  4. Monitor and Optimize: Use the AI-driven dashboards to monitor performance and optimize workflows.

Use Cases of GPTfy

GPTfy is designed for Salesforce users across various industries, including financial services, insurance, high-tech, real estate, and higher education. It helps in automating sales processes, improving customer service, and enhancing decision-making through AI-driven insights.

Features of GPTfy

  • Einstein Chatbot + AI

    Augment your Salesforce Einstein Chatbot with Generative AI to enhance its capabilities.

  • GPTfy Voice

    Quickly capture and convert voice notes into actionable insights within Salesforce.

  • Communities Integration

    Integrate AI with Salesforce Experience Cloud to automate case deflection and content translation.

  • Gmail/Outlook Integration

    Use Generative AI within your email plugin to streamline communication.

  • File Analysis

    Extract valuable insights from documents and PDFs using AI.

  • Prompt Builder

    Customize AI prompts to control the behavior of your AI models.

  • Flow & Apex Integration

    Automate AI processes and reduce coding efforts with seamless integration.

  • External Object Integration

    Connect external objects to your Salesforce org for enhanced data analysis.

  • API Data Sources

    Enrich Salesforce data with external integrations using API data sources.

  • Security Layer

    Ensure data privacy and security with GPTfy’s robust security layer.

  • BYOM

    Seamlessly integrate your own AI models into your Salesforce infrastructure.

  • RAG

    Extract insights from files and PDFs using Retrieval Augmented Generation.

FAQs from GPTfy

1

Is GPTfy secure?
Yes, GPTfy ensures enterprise-grade security and compliance, ensuring that your data never leaves your infrastructure.
2

Can I use my own AI models with GPTfy?
Yes, GPTfy supports BYOM (Bring Your Own Model), allowing you to integrate your preferred AI models.
3

How long does it take to go live with GPTfy?
GPTfy offers a 30-day go-live guarantee, ensuring quick implementation and integration.