59 Seconds. CRM Updated.

After a call, the rep taps a button to record a brief voice note — typically 20 to 30 seconds. The recording is uploaded as a Salesforce File on the record, sent to AI for transcription, and processed by a configured prompt. A structured activity log is written back to the record and a notification confirms completion — all within about a minute of hitting record.

Yes. GPTfy Voice works equally well on desktop and mobile. Salesforce's mobile experience supports the file upload and notification flow, so field reps can log calls from their phones immediately after hanging up — without waiting to get back to a laptop.

Meeting recording tools require full call recording — meaning the entire conversation, including sensitive details, passes through a third-party platform. GPTfy Voice uses a short rep-recorded memo about the call, keeping the actual customer conversation private. The rep controls what is captured, and the audio is processed through your own AI model configured via Named Credentials.

Voice activity logs can be associated with Accounts, Opportunities, Contacts, and Leads. The record association is automatic based on the record open when the rep uploads the voice note, maintaining clean data relationships in your CRM.

The recording is stored as a Salesforce File on the record, giving you a native audit trail of the original voice memo alongside the AI-generated activity log. You can manage file retention policies through standard Salesforce data governance tools.

Yes. The prompt that processes the voice recording is fully configurable. You define the output structure — conversation summary, key discussion points, action items, next steps — and can restrict or expand the fields written back to the Salesforce activity record based on your organization's needs.