What is GPTfy?
GPTfy, the Salesforce-native, enterprise-grade solution, streamlines your Salesforce integration with Artificial Intelligence, providing AI-based responses to optimize your sales process, enhance customer interactions, and drive revenue growth.
Benefits
- Generate intelligent & personalized responses to inquiries.
- Gain insights from data with AI-powered analysis.
- Automate routine tasks for more selling time.
- Real-time product recommendations for boosted sales.
- Secure & anonymized data processing.
All within your familiar Salesforce workspace!
Main Components
- Cockpit: A one-click access point to major GPTfy features. Jump directly to any feature with a single tap.
- Prompt Catalog: Pre-built prompts for common business tasks like writing emails or generating reports with a tap. Assign them to specific profiles and activate them in seconds.
- ROI Dashboard: See the tangible impact of AI automation on your time and budget, highlighting the return on investment.
- AI Insights Dashboard: Gain insights into how your team uses prompts. Understand prompt usage by User, Profile, and Object.
- GPTfy Voice: This functionality is useful for users who want to capture and transcribe pre-sales conversations. It streamlines the recording and converts voice notes, which are then converted into a transcript for further analysis and reference.
Addressing Core Challenges
- AI Models: Choose the right AI model, including AWS Bedrock, Anthropic/Claude, AWS Comprehend, Microsoft Azure, OpenAI, Google Vertex, Gemini, and Bard. Connect GPTfy to your preferred AI service for customized solutions.
- Data Context Mapping: Configure mapping for AI processing, ensuring compliance with data privacy standards. Using multi-layered security, we protect sensitive information by scanning for any Personally Identifiable Information (PII) data.
- Prompts: Craft clear and effective AI instructions through:
- Text-based prompts with merge fields
- JSON prompts for structured responses
- Pre-built prompt catalog
- Profile-based prompt assignment
- Data Protection: Our multi-layered security framework protects sensitive data including:
- Protected Health Information (PHI/HIPAA)
- Financial data (PCI DSS, FINRA)
- Personally Identifiable Information (PII)
- Material Non-Public Information (MNPI)
- Confidential business information
- Security Framework:
- Field-level masking for sensitive fields
- Pattern detection using optimized Regex
- Global blocklist for custom terms
- Automated data retention
- Comprehensive audit logging
- Compliance & Audit:
- Real-time monitoring of AI interactions
- Detailed security audit records
- User feedback tracking
- Automated retention policies
- Response validation
- Data Controls:
- Custom field mapping
- Granular masking rules
- Profile-based access
- Record-level visibility conditions
- Multi-environment support
- Security Layers: GPTfy adheres to strict security protocols, ensuring compliance with InfoSec policies and regulatory and legal requirements. Multi-filter masking safeguards sensitive Salesforce data.
- Security Audit: GPTfy generates responses based on user prompts. Each time AI generates a response, it is mapped within a security audit record, allowing you to monitor your system’s performance and maintain complete transparency.
- AI Models: Choose the right AI model, including AWS Bedrock, Anthropic/Claude, AWS Comprehend, Microsoft Azure, OpenAI, Google Vertex, Gemini, and Bard. Connect GPTfy to your preferred AI service for customized solutions.
- Data Context Mapping: Configure mapping for AI processing to control what data is sent to AI models. Define relationships between objects, select specific fields, and ensure sensitive data is properly protected.
- Prompts: Craft clear and effective AI instructions through:
- Text-based prompts with merge fields
- JSON prompts for structured responses
- Pre-built prompt catalog
- Profile-based prompt assignment
- Data Protection: Our multi-layered security framework protects sensitive data including:
- Protected Health Information (PHI/HIPAA)
- Financial data (PCI DSS, FINRA)
- Personally Identifiable Information (PII)
- Material Non-Public Information (MNPI)
- Confidential business information
- Security Framework:
- Field-level masking for sensitive fields
- Pattern detection using optimized Regex
- Global blocklist for custom terms
- Automated data retention
- Comprehensive audit logging
- Compliance & Audit:
- Real-time monitoring of AI interactions
- Detailed security audit records
- User feedback tracking
- Automated retention policies
- Response validation
Process Flow
The process flow for using GPTfy typically involves the following steps:
Step 1: Installation
- Easily integrate GPTfy into your Salesforce org.
- Post-install scripts automate prompts, models, and data context mapping.
- Import a named credential and deploy Security filters.
Step 2: AI Model Setup
- Establish a link between GPTfy and your preferred AI service through the AI Model record.
Step 3: Data Context Mapping
- Configure Data Context Mapping to process Salesforce object fields.
- Prioritize secure handling of sensitive data during mapping.
Step 4: Create Prompts
- Define clear prompts or instructions tailored to your specific needs.
Step 5: Add GPTfy Console to a Salesforce Record
- Integrate the GPTfy Console into relevant Salesforce records.
- Provide users with AI-based resolutions where they need them most.
Step 6: Run the Prompt
- Execute prompts to trigger the AI model.
- Obtain instant AI-generated responses based on your instructions.
Step 7: Verify Results through Security Audit
- Review responses with the Security Audit feature.
- Assess the quality and relevance of AI-generated resolutions.
- Fine-tune for continuous optimization.
By following this process flow, Salesforce users can ensure a smooth setup to enhance productivity and deliver exceptional customer experiences.
