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GPTfy - Salesforce Native AI Platform

Turn Closed Cases into Knowledge.

GPTfy analyzes resolved Salesforce cases and generates structured knowledge base articles with auto-populated fields — creating the record in one click via the Prompt Action framework.

Every resolved case contains institutional knowledge that disappears when the case closes. This demo shows how GPTfy captures that knowledge automatically — generating a complete, formatted KB article from case data and creating the Salesforce record in a single click.

Capabilities shown in this demo

Case-to-Article Generation

  • Reads problem description, agent comments, and resolution steps from the resolved case record.
  • Generates a structured article with title, article type, summary, and step-by-step troubleshooting.

One-Click Record Creation

  • Prompt Action framework adds a Create Record button to the AI output.
  • Opens the Salesforce Knowledge Article form with all fields pre-populated — agent confirms and saves.

Documentation Standards Enforcement

  • Add your support procedures, classification system, and formatting standards to the prompt.
  • AI follows your organization's documentation requirements on every article it generates.

Enterprise Security

  • Customer PII is masked before being sent to the AI model.
  • Every KB article generation is logged and auditable for compliance purposes.

Use this video when

A support agent closes a complex technical case and wants to capture the resolution steps as a reusable KB article without manual writing

A knowledge manager wants every resolved case above a certain complexity threshold to automatically generate a KB draft for review

A support director wants to grow the knowledge base without adding documentation overhead to the agent workflow

A team experiencing repeat cases on the same issue wants to capture the proven resolution path so other agents can find it instantly

A compliance team needs audit trails for all AI-generated content, including knowledge articles

A Salesforce admin wants to use the same Prompt Action pattern to generate other record types — contracts, project plans, RFP responses — from opportunity discussions

Frequently asked questions

GPTfy runs a prompt against the resolved case record, reading the problem description, agent troubleshooting comments, and the resolution steps that worked. The AI generates a complete, structured knowledge base article — including title, article type, summary, and step-by-step resolution content — drawn entirely from the case data.

GPTfy's Prompt Action framework adds a Create Record button to the AI output. Clicking it opens the Salesforce Knowledge Article form with all fields pre-populated: the title, article type set to troubleshooting, and the summary and body filled in from the AI response. Agents confirm and save — the article is immediately in the knowledge base.

The demo shows a complete article that includes a descriptive title based on the error code and product, a summary of the issue and quick resolution, and a structured troubleshooting section with the exact steps that resolved the customer's issue — such as verifying cable connections, checking network settings, updating a gateway address, and power cycling equipment.

Yes. GPTfy's Prompt Builder lets you embed your support organization's documentation standards, article formatting requirements, escalation guidelines, and incident classification system directly into the prompt. The AI incorporates your standards into every article it generates rather than producing generic output.

Yes. All customer PII is masked before case data is sent to the AI model. GPTfy maintains complete audit trails of every AI interaction, and every knowledge article generation is logged for compliance purposes. Your support data stays within your security perimeter throughout the process.

The demo focuses on Salesforce Knowledge Articles, but GPTfy's declarative Prompt Action framework can generate and populate any Salesforce record type — including opportunities, contracts, project plans, or custom objects. The same one-click record creation applies wherever you need to turn AI output into a Salesforce record.

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
Support teams solve the same problems over and over again, but that valuable resolution knowledge disappears into closed cases instead of becoming searchable articles for future use. Your support agents waste time recreating solutions, customers wait longer for answers, and knowledge gaps keep growing — because turning case resolutions into proper documentation takes too much manual work. AI transforms scattered case resolution data into polished knowledge base articles instantly, turning every solved problem into searchable organizational knowledge. Let me show you how this works with a real support scenario. Jack Ryan from our technical support team just resolved case 000014487 for a customer dealing with printer offline error code 0x6100. This was a network connection issue that took some back-and-forth troubleshooting, but Jack successfully walked the customer through the resolution steps. Now instead of this valuable troubleshooting knowledge staying buried in a closed case, watch what happens when we use GPTfy to capture it for our knowledge base. I'm gonna select our generate KB article based on a resolved case prompt and hit Run. GPTfy is analyzing all the case information — the problem statement, Jack's troubleshooting comments, and the successful resolution — to create a comprehensive knowledge article. Looking at the response, GPTfy has automatically generated a complete knowledge base article. It's identified this as a network connection failure error code 0x6100 on printer, and created a structured troubleshooting article with the exact resolution steps that worked for this customer. But here's where it gets really powerful. GPTfy's Prompt Action framework lets me instantly convert this AI-generated content into an actual Salesforce record. I'm clicking the Create Record button that appeared, and it's opening our knowledge article form with all the fields pre-populated. You can see GPTfy has automatically filled in the title — network connection failure error code 0x6100 on printer — set the article type to troubleshooting, and populated the summary with the error code indicating a network connection failure. Users can resolve this by correcting the gateway address and power cycling the printer and router. The complete resolution steps are all here: verify the ethernet cable, check network settings, update the gateway address, and power cycle the equipment. Everything Jack discovered during his troubleshooting is now captured in a searchable, reusable format. I'll save this article and now we have a permanent knowledge base entry that any support agent can reference when they encounter error code 0x6100 in the future. Now, this knowledge base generation is just one example of what you can do with GPTfy's declarative approach. The same process works for any object in Salesforce. If you have an opportunity record with extensive customer comments and discussion threads, you can use GPTfy to automatically generate RFP responses, proposal documents, or project requirement specifications. The platform can analyze all that conversation data and populate whatever record type you need — whether it's contracts, project plans, or any custom objects in your Salesforce org. GPTfy's Prompt Action framework makes it completely declarative. Configure it once and then any user can transform complex case data, opportunity discussions, or project communications into structured actionable records with a single click. Here's where it gets really powerful for your specific support organization needs. It's incredibly easy to add your support procedures, escalation guidelines, and documentation standards in the Prompt Builder. Whether it's your incident classification system, your troubleshooting methodologies, or your knowledge article formatting requirements — you simply input your existing support processes and GPTfy automatically incorporates them into every knowledge article generation. The AI doesn't just create generic articles. It follows your organization's specific support standards and documentation process throughout the entire process. Throughout this entire process, your sensitive customer data stays completely secure. GPTfy maintains enterprise-grade security with complete audit trails of every AI interaction. All customer PII is masked before being sent to AI, and every knowledge article generation is logged and auditable for compliance purposes. Your support data never leaves your security perimeter and you maintain full control over what information gets processed. GPTfy's bring-your-own-model approach means you can use any AI provider for your support knowledge generation — OpenAI on Azure, Anthropic Claude, Google Gemini, or any other LLM that meets your infrastructure requirements. You can even use different models for different types of support cases while maintaining the same security and compliance standards. Your support agents get instant access to proven solutions instead of recreating troubleshooting steps from scratch. Your customers receive faster, more consistent support with documented resolution paths that have already worked for similar issues. Your knowledge base grows automatically with every case resolution, creating a comprehensive repository of institutional knowledge. The result: a self-improving support organization powered by AI that understands your specific technical environment and support processes.

Last updated: February 2026