FAQs on AI, Salesforce, & GPTfy
Read the most frequently asked questions regarding AI, Salesforce, and GPTfy.
Trust, Security, & Privacy
GPTfy employs encryption, data masking, and tools like Shield Event Monitoring to prevent unauthorized access and tightly control AI models.
GPTfy ensures PII and PHI data don’t flow from Salesforce to AI. It uses mutual TLS for communication security.
GPTfy allows configuring AI based on user, location, and consent to data processing complies with privacy laws.
GPTfy monitors AI-generated content, performs data audits, and configures AI responsibly to avoid issues like bias.
Proof of Concept & Go-Live
GPTfy sets up in just 1 hour! Get up and running fast without any code changes.
Get in touch with our team to discuss your needs. We provide customized POC solutions to demonstrate GPTfy’s capabilities.
GPTfy is designed for easy non-code configuration. Some basic Salesforce admin skills are sufficient to set it up.
GPTfy for Sales Cloud
GPTfy automates grunt work like email generation to give sellers more time to progress deals. It tracks AI-driven ROI through saved time and closed revenue.
GPTfy instantly engages Web2Lead and Email2Lead with personalized, AI-generated responses to boost conversion rates.
GPTfy can automate follow-ups, analyze sentiments, auto-generate account summaries, and craft follow-up emails to nurture leads more effectively.
GPTfy provides 360-degree account summaries with AI-generated insights to inform executive decisions during pipeline reviews.
GPTfy for Service Cloud
GPTfy automates repetitive tasks like email drafting and case routing so agents can resolve tickets faster. It tracks productivity gains through CSAT.
GPTfy summarizes cases and interactions to understand service experience. It also suggests knowledge articles to boost satisfaction.
GPTfy analyzes sentiment across cases to proactively identify at-risk accounts. It also provides Account 360 insights to address concerns.
GPTfy analyzes product usage telemetry to inform account managers of renewal management and churn prevention strategies.
GPTfy for Financial Services & Insurance
GPTfy analyzes client sentiment across past interactions to improve client satisfaction (CSAT). It also determines client intent from emails to swiftly address concerns.
GPTfy enables client service reps to match tones to client sentiment on calls using AI analysis. It also instantly summarizes client inquiries from various channels.
GPTfy creates a consolidated 360 view of client accounts and holdings. It alerts advisors to client life events and investment maturities for better service.
GPTfy guides agents in picking the right tone on calls based on customer sentiment analysis of past interactions. It also helps understand customer intent without repetition.
GPTfy for Healthcare & Life Sciences
GPTfy leverages AI to automatically summarize patient health assessments, care plans, and other documentation to save clinicians time.
GPTfy offers AI to evaluate care plan effectiveness, map patient sentiment journeys across cases, and highlight key issues for resolution.
GPTfy enables support agents to analyze patient sentiment and craft customized, context-aware emails. It also automatically emails case status summaries to payors for timely processing.
GPTfy creates a comprehensive 360 view of all patient records and health data in one place to boost productivity.
GPTfy's Business Case, Pricing & ROI
GPTfy leverages AI to automatically summarize patient health assessments, care plans, and other documentation to save clinicians time.
GPTfy offers AI to evaluate care plan effectiveness, map patient sentiment journeys across cases, and highlight key issues for resolution.
GPTfy enables support agents to analyze patient sentiment and craft customized, context-aware emails. It also automatically emails case status summaries to payors for timely processing.
GPTfy creates a comprehensive 360 view of all patient records and health data in one place to boost productivity.
How Does GPTfy Compare to Other AI Tools?
GPTfy provides 20+ pre-built prompts for personalized emails, record summaries, sentiment analysis, 360 views, and more across standard and custom Salesforce objects.
Yes, GPTfy supports integrating external AI engines like OpenAI, Anthropic, Google Vertex, AWS, and Azure, as per your preference.
GPTfy has an embedded trust and security layer that provides granular audits of all AI interactions with configurable log retention periods while masking sensitive data.
GPTfy works out-of-the-box with sales, service, marketing, health, financial services, revenue, public sector, non-profit, higher education, etc.
Also, Vlocity (Industries products) and others based on the Salesforce Core Platform would work with GPTfy.
Yes, GPTfy will work with nCino, Veeva, ServiceMax, FinancialForce, Zuora, Apttus-Conga, Blackbaud, Litify, Amadeus, etc.
With its intuitive clicks-not-code configuration, GPTfy can be rolled out in hours or weeks compared to months for custom solutions. 24×7 support is included!
Yes, GPTfy supports mass automation to enable running large-volume batch jobs for AI processing. For example, you can automate so that any new case created is automatically summarized and classified, and a resolution is recommended.
All Prompts created in GPTfy can be initiated from Salesforce Flows, Apex, and external REST API calls.
