Classify Cases Before Anyone Opens Them
GPTfy extracts product, type, language, and sentiment from unstructured case text, populates Salesforce fields for automated routing, and retrieves live knowledge base answers — all before an agent touches the record.
Manual case triage slows routing and wastes agent time. This demo shows how GPTfy reads unstructured case text, populates structured routing fields, and searches any knowledge base — so cases arrive in the right queue pre-analyzed and pre-answered.
Capabilities shown in this demo
Intelligent Routing
- Reads subject and description text to extract product, case type, language, and sentiment.
- Populates Salesforce case fields so all native routing automation can act on structured values.
Multilingual Case Triage
- Detects the language of the case submission automatically.
- Routes submissions to the correct regional queue without requiring bilingual manual triage.
Knowledge Base Retrieval
- Searches any knowledge source — Salesforce Knowledge, WordPress, PDFs, or custom docs.
- Returns a recommended resolution to the case record before the agent opens it.
Flow-Based Automation
- Routing and knowledge retrieval can run automatically on case creation via Salesforce Flow.
- Agents see pre-classified, pre-answered cases the moment they open the queue.
Use this video when
A mid-sized support team wants to automatically route incoming cases by product and issue type without manual triage
A global enterprise needs to route support submissions in multiple languages to the correct regional queues
A service operations lead wants to attach a recommended resolution to every new case before the first agent touch
A team using Salesforce Knowledge, PDFs, or an external documentation site wants AI to surface the right answer on the case record
An admin wants to enable routing automation via existing Salesforce flows without writing Apex code
A sales ops team wants to apply the same intelligent classification logic to incoming lead or opportunity records
Frequently asked questions
GPTfy reads the unstructured text in a case's subject and description, then extracts structured information: the product referenced, the case type (technical, billing, etc.), the language of the submission, and the customer's sentiment. It populates these as Salesforce field values on the case record, unlocking native routing automation like assignment rules, flows, and escalation.
GPTfy detects the language of the case submission automatically. For organizations with global support teams, this means a case submitted in Italian, Hindi, or Arabic can be routed to the correct regional queue without requiring a bilingual agent to manually triage it first.
Once fields are populated on the Salesforce record, all standard Salesforce automation becomes available — assignment rules, flow triggers, escalation rules, and queue routing. Because the values are now structured field data, any automation that works on a Salesforce record can act on them immediately.
After routing, GPTfy can query a connected knowledge base using the case content. The demo shows this running against a documentation site, but GPTfy's RAG approach is technology-agnostic — it works against Salesforce Knowledge Articles, WordPress, PDFs, or any other knowledge source. Results are returned directly to the case record.
Yes. GPTfy supports Flow-based automation, meaning intelligent routing and knowledge retrieval can execute automatically the moment a case is created — before any agent touches the record. When the agent opens the case, routing fields are already populated and a recommended resolution may already be attached.
The demo uses Service Cloud cases, but the same capability applies to leads, opportunities, or any custom Salesforce object that contains unstructured text. Any object where you want to extract structured attributes from free-form descriptions can benefit from Intelligent Routing.
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Video transcript
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Last updated: February 2026
