GPTfy’s Cockpit is a one-stop shop for managing and maximizing AI within Salesforce!
Upon installing GPTfy for the first time, a setup link will appear in a pop-up on the cockpit. Clicking this link will guide users through the configuration process.
Users with a Pro license will see an ‘Upgrade to Enterprise’ option featured on tiles like AI Mass Processing, API Data Sources, and AI Flow. This indicates that these features require an upgraded license to function.
Prompt Catalog
Use Prompt Catalog in GPTfy to organize and manage AI prompts for different business needs. It helps teams store and categorize prompts by department and use case, making it easier to find and use the right prompts for specific tasks.
ROI Dashboard
Visualize how AI automation saves money. Emphasize your AI investment’s profitable returns and its concrete advantages.
AI Insights Dashboard
Displays a report on the amount of time saved, enabling users to streamline processes, enhance efficiency, and make data-driven decisions.
Quality Insights
Provide a clear overview of the feedback received on prompt responses. Understand which prompts are working or not working well.
AI Models
Connect to one or more AI models using a standards-based approach. You can pick the best AI model for each use case.
API Data Sources
Integrate additional data source into Salesforce. Combine diverse information sources to unlock insights, enrich data, and uncover revenue opportunities.
Data Context Mapping
Map data from Salesforce Objects (including External Objects) and related records. This allows information processed by the AI to be controlled and safeguarded.
AI + Flow
Automate AI tasks using pre-made Flow templates. It simplifies processes, reduces coding, and adapts AI to unique business needs in Salesforce.
Security Layers
Safeguard sensitive Salesforce data with multi-filter masking. This ensures AI processing is in compliance with InfoSec policies and regulatory and legal requirements.
Security Audit
Check AI requests and responses for errors, security, and toxicity. Easily identify problems like leaks or harmful content, maintaining safety and ethical AI use.
Read more about Security Audit here.
AI Mass Processing
AI Mass processing automates repetitive tasks in Salesforce, like data updates. It’s customizable, making work easier, faster, and more efficient.
AI Settings
Under AI Settings, we have three tabs:
- Licenses: Control access and features based on your subscription tier (Pro, Enterprise). Each tier has different capabilities.
- Data Retention: Manage AI security audit logs. Set automatic deletion schedules to optimize storage and performance.
- Preferences: Customize your GPTfy experience. Options include:
- File Processing
- Adding Prefix/Suffix
- Typewriter Effect
- Exception Log
- Prompt Versioning
- Voice Configuration: It allows the user to record the voice note, It generates a transcript which will get saved for future analysis purposes.
Best Practices
Understand recommended prompt design, AI model usage, security, and configuration practices. Get better efficiency and data protection.
Check out Best Practices for AI + Salesforce here.
Knowledge Base
Access detailed guides, FAQs, and tips to configure and use GPTfy. Deliver optimal error-free AI performance.
Log a Case
Logging a case ensures prompt, professional help for resolving issues, minimizing downtime, and frustration.
AI Use Cases
Discover new uses for AI in your Salesforce Org. Check out 3-minute demos and use-case PDFs to get more from your AI initiatives.
Remember
- Click on any tile for more details and configuration options.
- Hover over “i” for additional info.
- Access the video button in the lower right corner to access helpful demos.
