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GPTfy - Salesforce Native AI Platform

Create CPQ Quotes from Slack. Stay in the Flow.

Use the GPTfy agent in Slack to create CPQ quotes, add products, and configure bundled options—without opening Salesforce. Changes sync to your org in real time.

Reps often live in Slack. This demo shows creating a CPQ quote for an account from Slack, letting the bot ask for the price book when needed, then adding standard and bundled products—with full configuration—from the same channel; everything appears in Salesforce.

What's inside this demo

Create Quote from Slack

  • Ask the GPTfy agent to create a quote for an account (e.g. Edge Communications); with an open-ended request the bot checks Salesforce and asks for the price book, then creates the quote.
  • Verify in Salesforce: the new quote exists with the correct account and owner; add products next from Slack.

Add Standard and Bundled Products

  • List the products and quantities you want in the quote in Slack; the agent creates the quote lines in CPQ.
  • For a bundled product, send the product name without options; the bot returns a configurator so you choose options in Slack, then adds the configured bundle to the quote.

No Context Switching

  • All steps—create quote, add products, configure bundle—happen from Slack; Salesforce stays in sync so managers and ops see the same data.

Use this video when

Your team works in Slack and you want CPQ quote creation and updates without switching to Salesforce.

You need to add and configure bundled products on quotes from a messaging channel.

You want fewer manual steps and less back-and-forth between Slack and Salesforce for quoting.

Frequently asked questions

This demo shows the GPTfy agent running in a Slack channel performing end-to-end Salesforce CPQ quote creation without the rep ever opening Salesforce. Starting from a Slack message mentioning the GPTfy bot, the rep creates a new quote for an account (Edge Communications), adds standard products, and adds and configures a bundled product—all verified in Salesforce in real time. The bot asks for missing information (like a price book selection) before proceeding, demonstrating that it understands CPQ requirements and guides the rep through them conversationally.

The GPTfy Slack agent works with Salesforce CPQ (managed package) on any Salesforce org. On the messaging side, it supports Slack and Microsoft Teams. The underlying agent and skill layer are the same for both channels, so the same skills (create quote, add quote line, configure bundle) work from either platform. The demo uses Slack, but the configuration pattern is identical for Teams.

In GPTfy Agent Builder, you create an agent with CPQ skills enabled and then activate the Slack channel for that agent. GPTfy generates a Slack app or uses an existing workspace connection, and the agent becomes available via @mention in any channel you authorize. On the Salesforce side, a Named Credential and connected app authenticate GPTfy's API calls to your org. No custom code is required—skills are declarative and managed within GPTfy's configuration layer.

All Slack-to-Salesforce communication goes through GPTfy's skills layer using OAuth and Named Credentials; it does not use a service account with elevated privileges. The agent acts as the authenticated user who triggered the Slack message (or a mapped service identity with scoped permissions), so CPQ sharing rules and field-level security apply. Slack conversation content is not stored permanently by GPTfy—the bot processes the message, executes the action in Salesforce, and returns a confirmation. Admins can audit all agent actions through GPTfy's AI Audit Log and standard Salesforce debug/event logs.

The bot is designed to handle incomplete requests gracefully. In the demo, when the rep asks to 'create a quote for Edge Communications' without specifying a price book, the bot goes to Salesforce, recognizes it needs a price book selection, and returns a follow-up question in Slack. After the rep replies, the bot completes the action. Similarly, for a bundled product with required configuration, the bot opens a configurator inline in Slack where the rep selects options. This approach avoids failures from missing data and keeps the conversation natural rather than requiring reps to know CPQ terminology.

Use Slack-based CPQ quote creation when your sales team communicates and works primarily in Slack and views Salesforce as a system of record rather than a workspace. This is especially valuable for field sales teams, SDR teams, or inside sales reps who might be on a call and need to quickly stand up a quote without switching screens. It is also valuable in organizations where Salesforce adoption is low among reps—meeting them in Slack reduces friction and increases quote creation frequency. For teams that work primarily inside Salesforce, the in-Salesforce AI assistant (see CPQ Quote Creation using GPTfy AI Assistant) is typically faster.

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Video transcript
Hello everyone. Welcome to this demo. In this demo, we are gonna showcase how GPTfy enables you to create quotes, interact with your CPQ, but not from Salesforce, but Slack here right now I have, what you see on the screen is I'm inside my Salesforce CPQ on an account called Edge Communications, right? And we have, under the related objects, we have opportunities, contacts, and quotes. Right. And here I have a few products that are added, right, because you can see all the, all the various products that I have in my Salesforce CPQ. Now let's switch ecosystems here. Here I'm in Slack on a regular, normal channel. I'm just gonna add mention the GPTfy agent Bot right here in my chat. And I'm gonna ask him a simple thing. I just want him to create a quote for the Edge Communications account, and I'm just gonna send that text. Yeah. A new quote for Edge Communications account is ready to be created, but I need you to specify a price book. So it did. So it was a very open-ended question. Open-ended task from my side. I did not give it any specifications beforehand. So GPTfy bot is intelligent, so it did go to my Salesforce itself. It realized I don't have all the information that I need to do this, so it came back to me with a question to select a price book to finalize the quote creation. I'm just gonna use the standard price book. See with Standard Price, a new quote has been created, and I haven't left Slack right now. Just to verify this, let's jump to my Salesforce. We have a new quote. We have it's, we can see that it is a new quote. The sales rep is assigned the account edge communications like I asked it for, but there's still no quote lines there because we haven't added any products. Right? Let's go back to Slack and see if we can do that from here. Successfully created. Now this is a new quote that was created and these are the products that I wanted to add to that specific quote. I'm just gonna write down the products that I need, the number of products that I need in that quote. And I'm just gonna send now what is happening in the background with the help of GPTfy. It took this information, the commands, the products that I sent it to, that I wrote down in Slack. It went back to my Salesforce CPQ. It successfully created quote lines for these products in that quote. Let's verify this before moving forward, right? This is a quote we saw zero quote lines. We can see that there are new quote lines that have been created, and these were the exact products that I asked you to add in this particular quote. These products are pretty straightforward, not complex at all, right? They're not bundled products. What basically, I'm trying to say, but what if I need to add a bundled product? Now I have this particular product, which is a bundled product. Now, when I send this text to my GPTfy bot in Slack, I'm not specifying what specifications I actually need. So what it should do is come back to me to ask for the specific configurations that I want for this particular product. And here it is, configure the Maximum Security Shield 3.0 for the quote. Right? I'm just gonna open configurator. And the, you can see that these are all the optional, additional customizable product features that there are within that product. Right storage for recovery, I need both. I don't need this one. I need this one. I need both. That is correct. And what are the options that I have? Access retention. I want to keep that. I want data visibility production as well. So you can see, I can configure the products that I need to add in my quote right from my Slack. I'm gonna just confirm these changes. It's gonna give me a selection summary and it's gonna give me a confirmation. It tells me these things which I selected have been added to the quote. So storage for recovery should be there. Multi-Cloud Restore. Safeguard both of them. And. Data visibility and production. I need these specifications, right? Let's verify this information. We have 10 plus things, right? These were the, all, these were the total products that we added. These three we had, we chose to add all these configured products in this quote. I'm just gonna open this in Salesforce. That particular quote line, I have all these various products and these are exactly what I chose, and the best part was I was not even in Salesforce. All of this happened with the help of GPTfy from my Slack environment.

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Last updated: March 2026