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GPTfy - Salesforce Native AI Platform

Salesforce + AI Demo Videos

See what you can do for your Salesforce users in under 3 minutes.

Email 2 Case

Automate case creation from incoming emails using AI-powered analysis of email content and Salesforce data.

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What is RAG

Learn about Retrieval-Augmented Generation (RAG) and how it enhances AI responses with contextual data.

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Want to see this with your own data?

Book a 45-minute session and we will walk through any of these use cases using your Salesforce org.

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Frequently Asked Questions

GPTfy has 15+ Sales Cloud demo videos covering: Account 360 (AI-generated account briefs for faster rep ramp-up), Deal Coach (AI recommendations to improve win rates), Pre-Meeting Preparation (AI briefs with account context and talking points), Sales Email Generation (turn 10-minute emails into 10-second AI drafts), Voice Notes (hands-free CRM updates from the field), Call Transcripts and Insights, White Space Analysis from financial documents, and AI-Augmented RFP responses. Filter by 'Sales Cloud' in the sidebar to see them all.

GPTfy has 10+ Service Cloud demos including: Case Summarization (AI reads case history and customer sentiment in seconds), Root Cause Analysis (diagnose complex support issues automatically), Intelligent Case Routing (AI assigns cases to the right agent based on skills and context), Email-to-Case Automation (AI classifies and routes inbound emails), Knowledge Article Management (automatically generate KB articles from resolved cases), and Case Resolution with intelligent recommendations. Filter by 'Service Cloud' to browse the full library.

Yes. GPTfy's Health Cloud demos show how AI works inside Salesforce for healthcare and life sciences teams - including patient intake automation, referral management, care coordination summaries, and HIPAA-compliant AI interactions. These demos are relevant for healthcare providers, insurance carriers, and life sciences organizations running Salesforce Health Cloud.

Yes. Click the bookmark icon on any video card to save it, then use the Copy Links button that appears in the tray at the bottom of the page. This generates a formatted list of video titles and URLs you can paste directly into Slack, email, or Microsoft Teams. You can bookmark multiple demos and share them all at once.

The demos use realistic sample data inside live Salesforce environments - actual orgs, not mockups. You see real Salesforce UI with AI outputs generated in real time. During a personalized session, we connect to your own Salesforce org so you can see results using your accounts, cases, and records.

Click Book a Demo to schedule a 45-minute personalized session. Our team will connect to your Salesforce org and walk through any scenario - Account 360, Case Summarization, Email Generation, or whatever is most relevant to your team. We typically configure and show GPTfy live in the first session.

Last updated: February 2026