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GPTfy - Salesforce Native AI Platform

Case Triage in Seconds, Not Hours

GPTfy automatically reads incoming cases, scores severity, routes to the right team, and sends structured notifications before any agent touches the queue.

When a GDPR breach hits your inbox, the 72-hour legal clock starts immediately. This demo shows GPTfy detecting the severity, routing to legal and compliance, and sending a full escalation notification all before a single agent reads the queue.

What you'll see in this demo

Automatic Severity Scoring

  • GPTfy reads the case subject and body the moment it is created and assigns a triage score a suspected GDPR breach scores as highest priority.
  • The score populates directly into a Salesforce field, visible to any team member without reading the case.

Intelligent Routing

  • GPTfy determines which teams to involve based on the case content and routes to legal, compliance, and senior engineering automatically.
  • The routing decision and reason are both logged, creating a full audit trail without any manual documentation.

Structured Escalation Notification

  • An email is sent immediately to every routed team including triage score, routing reason, and a full case summary.
  • Recipients have everything they need to act without logging into Salesforce.

Zero-Touch Case Handling

  • The entire triage flow runs in the background as soon as the case is created no agent reads the case, no manager makes a judgment call.
  • Critical compliance cases are escalated before the queue is reviewed, protecting the 72-hour GDPR response window.

Use this video when

A GDPR breach report arrives outside business hours and needs to reach the legal team before the 72-hour clock expires

A support agent receives a case involving potential data exposure and needs immediate guidance on who to notify

A compliance manager wants assurance that high-severity cases are never missed in a busy support queue

A service operations team wants to eliminate the manual effort of reading, classifying, and routing complex cases

An engineering team needs immediate notification when a case involves a suspected system failure or security issue

A support director wants a full audit trail of every escalation decision for regulatory reporting

Frequently asked questions

GPTfy runs a background prompt the moment a case is created. The prompt reads the case subject and email body, applies a scoring model to assess severity, and populates a triage score field in Salesforce. For a suspected GDPR breach, the system recognises the keywords and context and assigns the highest priority level automatically.

The routing decision is made by the same background prompt that scores severity. Based on the case content, GPTfy determines which teams need to be involved legal, compliance, and senior engineering in the case of a data breach and populates the routing field in Salesforce. The routing reason is also logged so there is a full audit trail of why each team was notified.

The notification email sent to each routed team includes the case priority level, the triage score, the reason that priority was assigned, and a full case summary. Recipients have everything they need to act immediately without logging into Salesforce.

Under GDPR, organisations have 72 hours from becoming aware of a personal data breach to notify the relevant supervisory authority. In a manual support operation, the clock can be ticking for hours before the right people are even aware of the case. GPTfy eliminates that delay by detecting, scoring, routing, and notifying in seconds before any agent has read the queue.

No. GPTfy applies a security and masking layer before any data leaves Salesforce. Personal identifiable information is masked before the prompt is sent to the AI model for processing. The raw case content stays inside your Salesforce org.

Yes. The triage, scoring, and routing prompts are fully configurable inside GPTfy's Prompt Builder. You can define different scoring criteria for different case categories, set custom routing rules, and adjust the notification content without writing any code.

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Video transcript
This demo shows what happens when something goes seriously wrong. I'm going to send an email to our support inbox and this isn't just a routine support question. This is a suspected GDPR breach: a tenant's personal data, including names, social security numbers, and bank account details, may have been sent to the wrong recipient. Now, in a traditional support operation, this email lands in a queue. Someone has to spot it, read it, recognize the severity, and then figure out who needs to know and then manually escalate it. That process takes hours. Hours you don't have when a 72-hour legal clock may already be ticking. Here's what happens when GPTfy is in the picture. As soon as this case was created, GPTfy ran a prompt in the background that populated these fields: issue triage score, issue routing, and case summary. It judged the subject and the email body, gave it a score, and decided this needs to go to the legal, compliance, and senior engineering teams. The case summary explains why this priority was given. Everything is populated inside Salesforce. Next, an email notification was sent to the legal, compliance, and engineering teams with the priority, the triage score, why this priority was given, and the case summary. All of this happened automatically. No agent had to read the case. No manager had to make a judgment call. No one had to remember who handles GDPR cases. The system caught it. The system escalated it. When every minute matters, that's the difference between a contained incident and a compliance failure. This is GPTfy.

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Last updated: 2026-04-10