File Analysis with AI in Salesforce
Automate Extraction, Answer Like a Boss. Stop wasting time on manual data extraction! Automatically pull key info from PDFs, images & more. Get fast, accurate answers & boost productivity.
Unlock Insights, Automate Extraction
Ditch the Manual Grind
Automatically extract key information from PDFs, images, and unstructured data sources. Save time and reduce errors by letting AI handle the heavy lifting.
Conversational AI, Instant Answers
Ask questions in natural language and receive accurate, context-aware answers. No more digging through lengthy documents to find what you need.
Streamline Workflows, Boost Productivity
Seamless Salesforce Integration
Access extracted insights directly within Salesforce records. Eliminate the need to switch between multiple systems and keep your team focused on what matters most.
Customizable prompts for your unique needs
Tailor Case Files AI to your specific use cases and document types. Create custom prompts, adapt to industry terminology, and ensure the AI delivers the insights you need.
Transform Experiences, Drive Results
Smarter Support, Happier Customers
Empower your agents to quickly find answers and resolve cases. With AI-powered insights at their fingertips, they can deliver exceptional customer experiences every time.
Dominate Your Industry
Whether you’re in healthcare, finance, legal, or any other document-intensive field, Case Files AI helps you stay ahead of the curve. Process more cases, make better decisions, and drive better business outcomes.
Liked the easy and click/no-code way to configure GPT LLMs on any Salesforce object (Standard or Custom) and go-live in days.
Senior Salesforce Engineering Manager
I like it as it enables Salesforce professionals like me to leverage the AI of my choice(BYOM) in a declarative manner.
Technical Architect
Saw this Freemium App and thought to give it a try. I am not disappointed. I find it better compared to the SFDC AI cloud. Price is right.
Business Analyst
Frequently asked questions
GPTfy is the Salesforce-native, enterprise-grade solution that accelerates your Salesforce integration with ChatGPT.
GPTfy anonymizes and securely sends relevant Salesforce data to ChatGPT and other AI services for processing. It brings back the results right inside Salesforce. This lets your Sales, Customer Success, Marketing, and other Salesforce users benefit from AI-based automation.
GPTfy comes with drop-in integration and takes less than an hour to set up. The integration may require more time depending on the AI selected and your requirements. Contact us to understand your needs and provide a better estimate.
GPTfy processes data on the Salesforce platform before sending it to the AI server. For Salesforce’s compliance with various regulations, please refer to https://compliance.salesforce.com/en.
AI-related regulatory requirements depend on your integration and security choices. Please contact us so that we can help address this better.
Schedule a meeting with us to get started with ChatGPT integration in Salesforce. During the meeting, we will understand your needs and get you started.
