Find Answers Quickly with AI

Use AI to find smart solutions, helping your team fix customer problems quickly and easily.

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Service Reps, Get Answers Fast, Help More Customers

Use AI to Pull Out Details

Ask AI to find the information you need from documents, like the cost of generic drugs, and get a clear answer without searching through pages.

Keep Info Handy

Let AI put the answers you find right at the top of the case page so you can easily see them later without opening the document again.

Service Managers, Help Customers Faster, Save Time

Leverage AI to find Key Info Rapidly

Use AI to search through documents and find the answers you need, like the cost of each drug tier, so you don’t have to look through files manually.

Make Info Easy to Access

Let AI extract important details and put them on the case page so your team can find answers quickly the next time they need them.

Service Leaders, Improve Support, Save Costs

Use AI to Make Case Handling Easier

Let AI extract key information from files and display it for your team. This will help them answer questions faster and reduce the time spent on each case.

Ensure Consistent and Accurate Answers

Ensure your team always has the correct information with AI’s help, leading to better and quicker customer support.

Check out other use cases

Easily pull insights from financial reports, contracts, and other key documents.

Use AI to help your sales team make better decisions and close more deals.

Use AI to understand and sort emails quickly, making it easier and faster to help your customers.

Frequently asked questions

What is GPTfy?

GPTfy is the Salesforce-native, enterprise-grade solution that accelerates your Salesforce integration with ChatGPT.

How does GPTfy work?

GPTfy anonymizes and securely sends relevant Salesforce data to ChatGPT and other AI services for processing. It brings back the results right inside Salesforce. This lets your Sales, Customer Success, Marketing, and other Salesforce users benefit from AI-based automation.

How much time does it take to implement GPTfy?

GPTfy comes with drop-in integration and takes less than an hour to set up. The integration may require more time depending on the AI selected and your requirements. Contact us to understand your needs and provide a better estimate.

Is GPTfy GDPR, CCPA, CPRA, and HIPAA compliant?

GPTfy processes data on the Salesforce platform before sending it to the AI server. For Salesforce’s compliance with various regulations, please refer to https://compliance.salesforce.com/en.

AI-related regulatory requirements depend on your integration and security choices. Please contact us so that we can help address this better.

How can I get started with GPTfy?

Schedule a meeting with us to get started with ChatGPT integration in Salesforce. During the meeting, we will understand your needs and get you started.