Using GPTfy Console
Return to the object record.
You’ll see the GPTfy Console with a list of activated prompts in a dropdown menu.
Select a pre-packaged prompt (e.g., Account 360 view – GPTfy).
Click the “Run” button.The console displays the AI response and creates a security audit record.
You can click on the security audit record to view details in a new tab.
Console Information and Icons:
Prompt Execution: Shows the date, time, and total time saved (in seconds) for the prompt execution.
Thumbs Down: If the response does not meet expectations or if there is any other suggestion, the user can submit feedback by clicking on this icon.
Send Email: GPTfy’s “Send Email” button functionality allows users to initiate email actions directly from the console. When the button clicks, a pop-up window displays the response’s content within the email body.
Open a Form: This action opens a pre-configured form for data entry or updates.
Copy: Copies the response to your clipboard.
Expand/Collapse: Expands or collapses the response screen.
How it Works: This feature provides users with customizable functionality during prompt creation, allowing them to include specific details in the “How it Works” field. Subsequently, when the user executes the respective prompt and clicks on the “How it Works” link, a pop-up will display the previously added content.
- Users will see the ‘i’ icon, which is help text, right next to the Run GPTfy button in the screenshot below.
With this, users can efficiently interact with GPTfy Console for AI-powered functionality within Salesforce object records.
Visibility Exception Message: If the “Run GPTfy” button is greyed out and unclickable for a particular account, it typically means that the account does not meet the conditions specified in the “visibility” section of the prompt builder.
To better understand the issue, you can hover your cursor over the greyed-out button. When you do so, it will display the same exception message that appears in the prompt, which provides more specific details about why the button is disabled for that account.
The hover message will help identify the exact requirement or restriction that’s causing the button to be inactive.
