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GPTfy - Salesforce Native AI Platform

Every Email. Pre-Analyzed. Pre-Answered.

GPTfy adds AI to Salesforce Email-to-Case — classifying intent, detecting sentiment, running root cause analysis, and drafting a RAG-grounded response before any agent opens the case.

Email-to-Case is reliable but manual — agents read, classify, route, and reply to every message by hand. This demo shows how GPTfy makes every incoming email pre-classified, pre-routed, and pre-answered using AI and your connected knowledge base.

Capabilities shown in this demo

Intelligent Email Classification

  • Extracts intent, case type, and sentiment from email content within seconds.
  • Populates Salesforce case fields automatically to enable routing rules and flow triggers.

Automated Root Cause Analysis

  • Determines the underlying issue from the customer's email content.
  • Ensures the case reaches the correct team — Security, Compliance, Technical Support — without manual reading.

RAG-Grounded Response Drafting

  • Queries Salesforce Knowledge Articles, FAQs, and internal documentation using a RAG model.
  • Drafts a complete, policy-consistent response ready for agent review or automatic send.

Configurable Automation Level

  • Choose full automation or a supervised model where agents review before sending.
  • Routing rules, escalation criteria, and response triggers are configurable without code.

Use this video when

A support team handling high email volume wants cases to arrive pre-classified and pre-answered so agents focus on exceptions

An enterprise with a Security or Compliance team wants privacy-related enquiries routed automatically without manual triage

A service director wants to reduce average first response time by drafting AI responses the moment an email arrives

A team wants to maintain a human-in-the-loop review step while still eliminating the reading, classification, and drafting effort

An ops lead wants to configure routing rules and escalation criteria that fire automatically based on AI-detected case type and sentiment

A knowledge manager wants to ensure every customer-facing email response is grounded in accurate, current documentation

Frequently asked questions

GPTfy intercepts every incoming case email and immediately runs AI analysis — extracting intent, topic, case type classification, sentiment detection, and root cause analysis. It then queries your connected knowledge base to draft a complete, context-aware response, all before a human agent reads the email.

GPTfy's Intelligent Routing reads the email content and extracts a summary of what the customer needs help with, a case type classification (such as Question, Complaint, or Technical Issue), and a sentiment detection. The demo shows these fields being populated on the Salesforce case record within seconds of the email arriving.

After classification, GPTfy queries your connected knowledge base using a RAG model — syncing with Salesforce Knowledge Articles, FAQs, internal documentation, and product guides. It uses these sources to draft a complete, accurate email response that is consistent with your tone and policies, ready for the agent to review and send.

Yes. Enterprises can choose between full automation — where GPTfy sends the response directly — or a supervised model where a support rep reviews and customizes the AI-drafted response before it goes out. Routing rules, response triggers, and escalation criteria are all configurable to match your support processes.

When an agent opens a case, the email is already pre-understood, pre-classified, and often pre-answered. The agent sees the summary, the case classification, the sentiment, the root cause analysis, and a draft response — all generated automatically. They review, approve, and send rather than starting from a blank screen.

GPTfy's RAG model connects to Salesforce Knowledge Articles, internal FAQs, product documentation, and any other documentation you provide. The demo shows responses grounded in accurate, current policy information — ensuring agents never send outdated or incorrect answers.

Ready to see this in your Salesforce org?

Book a 45-minute session and we'll walk through this use case using your own data.

Video transcript
Many Salesforce customers still rely on Email-to-Case because it's simple and familiar. But for support teams, manually reading, routing, and replying to every customer email takes time — slowing response rates and increasing agent workload. Even with self-service portals and chatbots, customers continue to email for help. GPTfy transforms this workflow — turning every incoming email into an intelligently analyzed, auto-resolved case right inside Salesforce. Let's see how. A customer sends an email to the company's support address — in this case, asking if GPTfy protects personal identifiable information. The message lands in the support inbox like any normal customer enquiry. As soon as a customer email arrives, GPTfy automatically creates a case from it. Here we can see the new case record with the subject line, "Enquiry: does GPTfy protect my PII?" At this point, GPTfy steps in — analyzing the email content to understand intent, topic, and tone. GPTfy's Intelligent Routing instantly extracts key context from the email. It summarizes what the user needs help with, classifies the case type, and detects sentiment for the agent — all within seconds. In this case, GPTfy classifies the type as "Question" and detects that the sentiment is neutral. Without any manual reading, the agent can already see that this is an enquiry about GPTfy's protection of personal data. Next, GPTfy performs Root Cause Analysis. It determines that the issue arises from a customer question about privacy features — specifically, how GPTfy handles personal identifiable information. This context ensures the case is routed to the correct team, such as Security or Compliance Support. Once analyzed, GPTfy uses your company's connected knowledge base to propose a resolution. It drafts an AI-generated subject line and a complete, context-aware email response ready for the agent to review and send. Behind the scenes, GPTfy syncs with your Salesforce Knowledge Articles, FAQs, internal documentation, and product guides using a RAG model — ensuring responses are always accurate, current, and consistent with your tone and policies. At this point the enterprise can decide if they want to automatically send this email to the customer or put a support rep in the process to vet and customize the response. If the enterprise opts for complete automation, this is how an email response will look. GPTfy enables enterprises to customize the whole experience as per their specific needs. Routing rules, response triggers, and escalation criteria can all be configured to match their support processes and quality standards. This gives enterprises the flexibility to automate confidently, while keeping complete control over customer experience. For agents, this means every email arrives pre-understood, pre-classified, and often pre-answered. They simply review, approve, and send — saving minutes per case and focusing on exceptions that truly need human judgment.

Last updated: February 2026