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About GPTfy

Picture of Kalanithi Balasubramanian

Kalanithi Balasubramanian

Updated on February 7, 2025

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:

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.

GPTfy
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