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GPTfy - Salesforce Native AI Platform

Pick Up. Ask. Salesforce Answers.

GPTfy connects phone calls directly to Salesforce, delivering instant voice-powered CRM answers and 24/7 automated support in 100+ languages.

GPTfy's telephony integration makes Salesforce accessible by voice — no app, no login, no screen. Reps and customers call a number, ask in any language, and get live CRM data or knowledge base answers spoken back instantly.

Telephony capabilities

Voice-Powered CRM Queries

  • Callers ask about accounts, opportunities, or contacts in plain speech.
  • GPTfy queries Salesforce in real time and reads structured CRM data back verbally.

Live Multilingual Translation

  • Supports 100+ languages with AI translation active during the call.
  • Callers can switch languages mid-conversation without hold time or transfers.

24/7 Automated Phone Support

  • AI handles routine inquiries — account lookups, product questions, policy details — automatically.
  • GPTfy draws answers from your Salesforce knowledge base for accurate, consistent responses.

Security and Compliance

  • PII is masked and anonymized before any data is processed by the AI model.
  • Zero data retention and full alignment with GDPR and other privacy regulations.

Use this video when

A field rep calls in before a client meeting to get the latest account status and open opportunities verbally

A customer calls support after hours and gets an accurate AI answer from the knowledge base without waiting

A Spanish-speaking customer receives full account support in their language without call routing or transfer

A support leader wants to automate tier-1 call volume and reduce live agent dependency for routine queries

A compliance officer needs assurance that voice-accessed CRM data is masked and not retained by the AI

A global team needs a single phone number that handles inquiries in dozens of languages simultaneously

Frequently asked questions

When a caller connects, GPTfy's voice AI queries Salesforce in real time and reads back structured CRM data verbally. There is no manual screen lookup required — the caller simply speaks their question and the system retrieves the relevant account, opportunity, or knowledge article automatically.

The demo shows account details, related opportunities, and product knowledge retrieved verbally in seconds. Any Salesforce object or knowledge article that an admin configures in GPTfy's prompt library is accessible through the voice channel, including custom objects.

GPTfy's telephony integration supports over 100 languages with live AI translation during the call. A caller can request a language switch mid-conversation — as shown in the demo when the agent switches from English to Spanish and back — with no call transfer or hold required.

Yes. The demo shows GPTfy explaining its security layer verbally, including PII masking, zero data retention, and GDPR alignment. This reflects how GPTfy can serve as a knowledgeable AI agent that understands both your CRM data and your company's product documentation.

No. Callers simply dial the phone number and speak naturally. There is no login, no app installation, and no screen interaction required. GPTfy authenticates the session and applies the appropriate Salesforce permissions automatically.

Automated AI phone support can significantly reduce the volume of calls that require a live agent by handling routine inquiries — account lookups, order status, product questions — automatically. The demo references the potential to reduce support costs while improving resolution speed and customer experience.

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Video transcript
What if your CRM could talk back, not just through chat, but through voice — no app, no logins, no waiting. Just pick up the phone and your Salesforce data answers instantly. GPTfy telephony integration connects your phone directly to Salesforce, bringing voice and AI together in real time. Talk to your Salesforce in any language. Call for instant answers from your CRM data and knowledge articles anytime, anywhere. Deliver 24/7 automated phone support that truly understands your customers. Offer real-time translation in 100+ languages so your teams and clients can communicate effortlessly. Let's see it in action. Hello, there. I am GPTfy agent. You can ask about Salesforce data or GPTfy in any language. Try asking about the Edge Communications account or its related opportunities. Can you tell me about the United Oil and Gas account based out of New York? Sure. Let me pull that up for you. Hang on a moment. Got it. The United Oil and Gas Corp account is a direct customer in the energy industry based in New York. Their phone number is (212) 842-5500. Can you tell me this information in Spanish? [Spanish translation plays] Hold on, let's switch back to English. Sure. We're back to English. Let me know what you'd like to do next. I would like to know about what is GPTfy and how its security layer protects my PII. Here's the scoop. GPTfy is an AI integration for Salesforce built with a strong security layer. It protects your PII by masking and anonymizing sensitive data before processing, then reinjecting it afterward. Plus, there's zero data retention and everything stays within your Salesforce environment. It's all aligned with privacy regulations like GDPR. That's the core of how GPTfy keeps your data safe.

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Last updated: February 2026