Bring AI
Where
You Collaborate.
Transform your Microsoft Teams into an AI-powered
command center for Salesforce data.
Sales Teams, Access CRM Intelligence Without Switching Apps
Get Account Insights in One Click
Pull AI-processed account summaries, opportunities, and cases directly in Teams. No more tab-switching or CRM lookups.
Share Intelligence, No License Required
Collaborate on AI-generated insights with team members – even those without Salesforce access. Break down information silos.
Support Teams, Answer Customer Questions Faster
Access Knowledge Base with AI Precision
Chat directly with the GPTfy bot in Teams to get instant,
accurate answers from your support documentation.
Leverage Your Existing AI Investments
Utilize your RAG infrastructure and trained models through GPTfy’s bring-your-own-model technology.
Business Leaders, Maximize Your Tech Stack ROI
Unite Collaboration and CRM
Transform Teams into your command center by bringing
Salesforce data and AI insights where work happens.
Scale Knowledge Sharing Effortlessly
Enable wider teams to access and act on CRM intelligence without additional Salesforce licenses.
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.
