The GPTfy Console is your central workspace for interacting with AI-powered prompts directly within Salesforce object records. It enables quick access to pre-packaged prompts, provides real-time responses, and maintains full audit visibility—all without leaving the record.
Why Use the GPTfy Console?
Whether you’re in Sales, Service, or Operations, the GPTfy Console helps you:
Run AI prompts directly from your record view
- Save time by eliminating manual effort
- Maintain compliance with automated audit logging
- Take quick actions based on AI responses
How to Use the GPTfy Console
- Open any supported Salesforce object record.
Once the GPTfy Console has been added, you’ll see a dropdown of available prompts. - Select a prompt from the dropdown.
For example, you might choose “Account 360 View – GPTfy.” - Click the “Run” button.
The AI will process the prompt and display a response directly within the console. - Review the response and take action.
The system automatically creates a security audit record. You can click the audit record link to view full execution 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.
