GPTfy Logo
No Data Cloud / Agentforce Required
Available on AppExchange

Enhance AI Accuracy with RAG

GPTfy Retrieval-Augmented Generation (RAG) in Salesforce - contextual AI architecture with hybrid semantic retrieval and enterprise security
85%

factual accuracy with contextual knowledge retrieval

Customer Support Teams, Generate Contextual Responses

Automated Chatbot Enhancement

Power Einstein Chatbots with unified knowledge bases including articles, manuals, PDFs, and website content. Retrieve the right answers on the fly, improving deflection rates and customer satisfaction.

Intelligent Case Routing

Automatically classify and route complex cases to the correct queue based on semantic understanding of case details and relevant knowledge articles.

Customer Support Teams Generate Contextual Responses

Business Analysts, Discover Hidden Insights

Business Analysts Discover Hidden Insights

Document & Knowledge Mining

Run semantic search over indexed content—PDFs, KB articles, historical cases—to generate on-demand insights, trend analyses, and executive summaries.

Reduced Time-to-Insight

Slash the time spent manually searching disparate systems by leveraging intelligent retrieval of relevant information across your knowledge bases.

Enterprise Architects, Integrate Across Clouds

Multi-Cloud Vector Store Integration

Connect natively to major RAG providers—Google Vertex AI Matching Engine on GCP, Amazon Pinecone (via AWS), Azure Cognitive Search, and others—using your preferred vector store.

100% Salesforce-Native Execution

Pull content directly from inside your Salesforce org with no external agent or middleware required, preserving data residency and simplifying governance.

Enterprise Architects Integrate Across Clouds
"GPTfy's RAG capabilities provided powerful insights and seamless integration for case summarization and routing, helping us leverage AI in a declarative, simple way."
Sury Ramamurthy, Salesforce Architect at Innolake Corporation

Frequently Asked Questions

How does GPTfy's RAG system ensure data security and compliance?

GPTfy's RAG system maintains enterprise-grade security by processing data entirely within your Salesforce environment. It applies PII-masking rules before content embedding, enforces field-level access via Salesforce permissions, and maintains an immutable audit trail of all retrievals and AI calls. This ensures compliance with data residency requirements and security protocols.

What types of data sources can be integrated with the RAG system?

The RAG system supports multiple data sources including Salesforce Knowledge articles, custom objects, attached files (PDFs, documents), external objects, and website content. All integrations are managed through a declarative interface, making it easy to set up and maintain without requiring complex coding or external infrastructure.

How does the hybrid semantic retrieval improve response accuracy?

Our hybrid semantic retrieval combines vector search with keyword matching to achieve optimal balance between recall and precision. This approach reduces AI hallucinations while ensuring consistent, context-aware results. The system achieves 85% factual accuracy by intelligently retrieving and presenting the most relevant content chunks based on user queries or record context.

Transform AI Accuracy: Contextual Knowledge, Factual Responses

See how GPTfy's RAG capabilities can enhance your Salesforce AI experience with contextual, factual information in just 30 minutes. We'll demonstrate implementation tailored to your business needs and show how to achieve 85% factual accuracy with hybrid semantic retrieval.

Book 45 mins. Discuss your use cases.

100% Salesforce Native. AppExchange Security Approved.

GPTfy's RAG implementation operates within your Salesforce security model. Only vector embeddings—not raw data—leave your org when using external vector stores, ensuring compliance with data protection requirements while delivering enhanced AI capabilities with enterprise-grade security standards.