Next-Gen Service Desk: GPTfy RAG

GPTfy’s Retrieval Augmented Generation (RAG) consolidates customer information across Salesforce and other sources like websites and documents. Empower agents, streamline operations, and improve customer satisfaction with a single source of truth.

Customer Service Agents, Know Your Audience

360° Customer View

Consolidate customer details from Salesforce and external sources like CSV, PDF, HTML, and more for agents to understand the complete context to serve customers properly.

Respond with Confidence

AI analyzes conversations to comprehend customer sentiment and intent for agents to give relevant responses in the right tone and slash resolution time.

Customer Service Leaders - Route Smarter, Not Harder

Intelligent Case Routing

Route cases automatically to the appropriate queue or agent using unified knowledge bases. Reduce manual effort and improve routing accuracy, freeing up your team to tackle the tough stuff.

Case Resolution on Fast Forward

Surface relevant information across knowledge bases to suggest on-point resolutions. Automatically handle vague and difficult-to-route cases from Email-to-Case and Chats, cutting costs while improving efficiency.

Stop the Scramble, Start Serving

Optimize Chatbots

Integrate chatbots with a centralized knowledge base of Salesforce articles, manuals, etc. Chatbots accurately handle more queries, deflecting costs.

Connect Data Sources

Unify customer data across Salesforce and third-party systems via APIs. Break down information silos.

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Start off strong with advice, techniques, and optimal methods.

Liked the easy and click/no-code way to configure GPT LLMs on any Salesforce object (Standard or Custom) and go-live in days.

Senior Salesforce Engineering Manager

I like it as it enables Salesforce professionals like me to leverage the AI of my choice(BYOM) in a declarative manner.

Technical Architect

Saw this Freemium App and thought to give it a try. I am not disappointed. I find it better compared to the SFDC AI cloud. Price is right.

Business Analyst

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

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.