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GPTfy - Salesforce Native AI Platform

Draft Customer Emails. Skip the Blank Page.

GPTfy reads case comments and generates a context-aware customer follow-up email inside Salesforce — ready to send from Salesforce, Outlook, or Gmail.

Agents waste time deliberating over email tone and word choice before writing a single sentence. This demo shows how GPTfy generates a grounded, case-specific follow-up email in one click, so reps can focus on closing cases rather than composing messages.

Capabilities shown in this demo

Case-Grounded Email Drafting

  • Uses case comments to produce an email that references actual case details.
  • Avoids generic templates by grounding every draft in the specific customer interaction.

Multi-Channel Sending

  • Send directly from Salesforce with the body pre-populated.
  • Or copy to clipboard and paste into Outlook or Gmail — whichever your team uses.

Data Privacy Built In

  • Customer PII is anonymized before being sent to the AI model.
  • The generated draft is returned to the case record without raw data leaving your infrastructure.

Human-in-the-Loop

  • Agents fill in the subject line and can edit the body before sending.
  • AI reduces composition time while keeping agents in control of customer communication.

Use this video when

A service rep has resolved a case and needs to send a professional follow-up email without spending time composing it

A high-volume team wants to reduce the time agents spend on email writing while keeping messages personalized

A manager wants consistent email tone and structure across the team without mandating rigid templates

An agent handling escalated cases needs to craft a careful, empathetic message but wants a strong starting draft

A team using Outlook or Gmail as their primary email client wants AI-drafted content they can paste in

An ops lead wants to measure time saved on email composition as part of an AI productivity program

Frequently asked questions

GPTfy runs the case follow-up email prompt against the existing case record, reading case comments and interaction history to understand what has happened. It anonymizes the data and sends it to the AI model, which returns a baseline email draft that references the specific context — such as a replacement order that was initiated.

Yes. The AI-generated draft is a starting point, not a final send. Agents can review and edit the email body and fill in the subject line before sending. The goal is to eliminate the blank-page problem, not remove human judgment from customer communication.

Agents can send the email directly from Salesforce using the built-in send email functionality, where GPTfy pre-populates the email body. Alternatively, they can copy the draft to the clipboard and paste it into Outlook or Gmail — whichever channel their workflow uses.

Yes. The demo shows that the generated email references specific case context — for example, mentioning that a replacement order was initiated, which was present in a case comment. The AI grounds the email in the actual case history rather than producing a generic template.

Yes. GPTfy anonymizes case data before sending it to the AI model, ensuring PII is masked before processing. The generated email draft is returned to the case record in Salesforce, and the raw customer data never leaves your infrastructure.

The demo highlights that writing customer emails is time-consuming because agents weigh word choice, tone, and length before writing a single sentence. By providing a strong starting draft, GPTfy eliminates this pre-writing deliberation — letting agents spend that time advancing other cases instead.

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Video transcript
Alright, so writing a follow-up email to customers is one of those perennial use cases in Service Cloud and the service industry as a whole. Now, writing emails can be needlessly time consuming because for me, I am mulling over things like word choice, the length of the email, the tone of the email — all before I write even a single word in my email. And this can waste a lot of time that I can spend doing more productive work. So one thing we can do is use AI to get us a better starting point with writing emails. So we have this case follow-up email prompt selected. We're gonna run GPTfy and it's gonna anonymize our data and send it over to AI and then it's gonna return a nice baseline email. And this uses the context of the case, the comments of the case. And so it mentions things like initiating the order of the replacement, which was mentioned in one of these case comments over here. And if you wanna send this, you can simply use the send email button in the Salesforce website and it fills out the body for you. And you can fill out the subject line right here. And if you don't wanna send it in Salesforce, but you wanna send it in Outlook or Gmail, then you can copy it to your clipboard and paste it right here. Yeah, however you wanna send these emails, we have you covered with GPTfy. So when you use AI to assist in writing emails, you can spend less time mulling over how to write emails to customers and more time advancing your service cloud cases.

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Last updated: February 2026