Understand your customer's summary in 30 seconds

Use AI in Salesforce to quickly understand your customers’ situations and moods, making your next call more efficient and positive.

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Service Reps, Handle Calls Faster, Improve Customer Experience

Get Quick Summaries of Customer Issues

Understand the issue without scrolling all the past emails, comments, and cases with an AI summarized overview of your customer.

Understand Customer Feelings Before the Call

Handle your next call with empathy about where customers are with your service and support. Use AI summaries and sentiment journeys to know how they are feeling.

Service Managers, Improve Call Center Efficiency, Keep Customers Happy

Speed Up Call Handling with AI

Help your team by giving them AI-generated summaries and mood checks before they speak with customers. This will make calls quicker and help avoid long, frustrating conversations.

Enhance Customer Satisfaction

Use AI to ensure your team knows the customer’s situation and mood before picking up the phone. Reps who are better prepared will provide better service and happier customers.

Service Leaders, Make Better Decisions, Improve Overall Service

Track Customer Sentiment Trends

Use AI to see patterns in how customers feel during their interactions. This helps you make informed decisions to improve the overall customer experience.

Support Your Team with Better Tools

Give your service reps the tools they need to handle calls effectively. AI summaries and mood analysis make providing top-notch service easier, reducing stress and increasing productivity.

Check out other use cases

Easily pull insights from financial reports, contracts, and other key documents.

Use AI to help your sales team make better decisions and close more deals.

Use AI to understand and sort emails quickly, making it easier and faster to help your customers.

Frequently asked questions

What is GPTfy?

GPTfy is the Salesforce-native, enterprise-grade solution that accelerates your Salesforce integration with ChatGPT.

How does GPTfy work?

GPTfy anonymizes and securely sends relevant Salesforce data to ChatGPT and other AI services for processing. It brings back the results right inside Salesforce. This lets your Sales, Customer Success, Marketing, and other Salesforce users benefit from AI-based automation.

How much time does it take to implement GPTfy?

GPTfy comes with drop-in integration and takes less than an hour to set up. The integration may require more time depending on the AI selected and your requirements. Contact us to understand your needs and provide a better estimate.

Is GPTfy GDPR, CCPA, CPRA, and HIPAA compliant?

GPTfy processes data on the Salesforce platform before sending it to the AI server. For Salesforce’s compliance with various regulations, please refer to https://compliance.salesforce.com/en.

AI-related regulatory requirements depend on your integration and security choices. Please contact us so that we can help address this better.

How can I get started with GPTfy?

Schedule a meeting with us to get started with ChatGPT integration in Salesforce. During the meeting, we will understand your needs and get you started.