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.
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Video transcript
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Last updated: February 2026
