Architect, Deploy, Scale.
Build intelligent bots with complete control through Salesforce-native architecture and audit-ready governance.
accuracy achieved with knowledge-augmented agent responses through RAG Sync integration.
Technical Directors, Architect Intelligence
Technical Directors, Architect Intelligence
Native Architecture Eliminates Integration Risk
Deploy AI agents entirely within Salesforce using native objects and Apex classes for complete control.
Comprehensive Audit Trails Ensure Compliance
Track every agent interaction through Security Audit records with thread IDs and session management.
Operations Leaders, Deploy Without Consultants
Operations Leaders, Deploy Without Consultants
Configure Agent Skills Through Point-Click Interface
Build intelligent bots using visual configuration with system prompts, AI models, and business logic.
Deploy Agents Across Teams Via Utility Bar
Make AI assistance available organization-wide through Salesforce App Manager without custom development.
Executives, Scale AI Safely
Executives, Scale AI Safely
Knowledge-Augmented Responses Drive Accuracy Beyond 90%
Integrate Salesforce Knowledge through RAG Sync so agents provide contextually accurate business answers.
Profile-Based Access Controls Maintain Governance
Restrict agent visibility through Permission Sets ensuring only authorized users access sensitive capabilities.
Key Capabilities
Agent Skills Execute Business Logic
Link Agentic prompts to Apex classes for CRUD operations, workflow automation, and dynamic record management.
RAG Sync Grounds Responses
Index Salesforce Knowledge into vector stores so agents retrieve verified information during conversations.
Multi-Channel Access Maintains Consistency
Enable agents through Utility Bar, GPTfy Console, or REST API while preserving audit trails.
Session Management Protects Data
Configure TTL settings and thread-based context to balance conversation continuity with security requirements.
How It Works
Configure Agent Foundation
Define system prompts, select AI models, and set permission controls through the Agent configuration interface.
Add Agent Skills
Link Agentic prompts to Apex classes implementing AIAgenticInterface for specific business operations.
Enable Knowledge Integration
Connect RAG Sync records to augment agent responses with Salesforce Knowledge or custom object data.
Deploy Across Organization
Add GPTfy Agent to App utility bars and configure profile-based access for controlled rollout.
Enterprise Benefits
100% Salesforce Native Architecture
Your agent data never leaves Salesforce, eliminating external API risks while maintaining existing security protocols.
Complete Interaction Auditability
Every conversation creates Security Audit records with client source, thread ID, and session status for compliance.
Developer-Friendly REST Access
Integrate agents programmatically through REST endpoints while maintaining the same security and audit capabilities.
Frequently Asked Questions
Agent Skills use Agentic-type prompts with JSON schema definitions and Apex interface implementations. This enables agents to perform dynamic business operations based on conversational context, while standard prompts follow predefined templates.
When the TTL (Time To Live) expires, the chat session is marked as expired in Security Audit records. Users see a configurable TTL message and can reinstate previous sessions using the User Context ID to resume conversations.
No. Agents respect Salesforce profile and permission set restrictions. Only users with assigned profiles can access specific agents, and agent skills execute within the security context of the implementing Apex classes.
RAG Sync indexes Salesforce Knowledge or custom objects into vector stores. When users ask questions, agents retrieve relevant knowledge to provide contextually accurate responses grounded in your organization's verified information.
Technical configuration requires Salesforce admin access to create agents, define skills, and configure utility bars. Development resources are only needed for custom Agent Skill Apex classes implementing AIAgenticInterface.
Deploy Intelligent Agents Today
Experience enterprise AI agents with complete control through native Salesforce architecture and audit-ready governance.
100% Salesforce Native Agent Architecture, AppExchange Security Reviewed
GPTfy Agents operate entirely within your Salesforce environment with native objects and Apex classes. Every agent interaction creates comprehensive audit trails through Security Audit records, ensuring compliance with GDPR, FINRA, HIPAA, and industry-specific regulations while eliminating external API risks.