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GPTfy 1.6 Release Notes

Release Date: Apr 10, 2024

New Features​

  • Setup Wizard : Assists new customers in quickly configuring GPTfy in their Salesforce Org. The wizard experience hand-holds the Admin user throughout the configuration process.
  • Migration Utility for AI Model, Business Purpose, and API Data Sources : Import/Export allows Admin users to migrate configurations from one org to another easily.
  • Usage Tracking by Period : Provides insights into AI adoption over time. It allows stakeholders to clearly see if AI usage is trending up or down and take corrective actions. Admin users can set up the tracking period based on their specific needs.
  • Allow User Input : A new checkbox on the Create Prompt page that allows end users to add their specific ask to the prompt, leading to more personalized AI responses. With this addition, the 'Custom Prompt' type has been deprecated.
  • License Management : Clearer visibility of restricted features based on license tier. The GPTfy Cockpit will show a banner on restricted features.
  • Grounding Rules : Grounding Rules are available to pick and choose on the Prompt detail page. This allows prompt engineers to control the AI responses better. This release provides two categories of grounding rules: Ethical and Content.
  • Prompt - File Processing : Out-of-the-box GPTfy connection now allows file processing. This is powered by Azure AI Document Intelligence (aka: Azure Form Recognizer).

Enhancements​

  • AI Model - Processing Class : Refactored and optimized implementation for customers needing a custom way to send requests to their LLM. Improved performance and customization for custom request/response formatting.
  • JSON Viewer : Built-in JSON viewer is now available on the Security Audit record, allowing users to see the large nested JSONS in an intuitive format.
  • Query Builder : Allows GPTfy admin users to visually create filter conditions, eliminating the need to know SOQL. Query Builder is available on multiple GPTfy pages, such as Prompt, AI Mass-Processing, and Context Mapping.
  • Security Audit - Processing Time : Provides fine grade processing times on the Security Audit record, useful for troubleshooting and performance optimization. Admin users often need to know the time it takes to extract, mask, process, and present the data. Now shows Pre-processing, Processing, and Post-Processing times.
  • Prompt Catalog : Optimized for Admin user experience, now allowing editing of Prompt name, description, connection, and visibility rules. Admin users can now also create a new prompt from here.
  • GPTfy User Console UX Improvements : Console height remains consistent even if there is a past response, information 'i' icon dynamically shows up if the prompt has a description, updated date timestamp to preserve space, removed thumbs-up feedback with only a thumbs-down available, and Security Audit record link no longer accessible to end-users.
  • 'How it Works' Feature : End users often need to know the basis of the AI response. "How It Works" allows Admin users to capture this information optionally. The GPTfy console displays it intuitively and unobstructedly.
  • Security Layers : Regex-based Security Layer rules optimized. Two new checkboxes added: 'Match Complete Word' and 'Ignore Special Characters'.
  • AI Settings : Restructured detail page with information moved to subtabs for better visibility.
  • File Prompt : Alerts users if no file is attached when "Include Files" is checked.

Issues Fixed​

  • Prompt Fixes : Imported Prompts incorrectly showing as activated. Formatting lost on Rich Text fields mapped as target fields. Copy of Merge Field not working for some customers. Reinstated older prompt versions leaving some fields null.
  • GPTfy User Console Fixes : Copy Icon not working. Misleading LWC Component label.
  • Data Context Mapping Fixes : Where Clause and record limit not picked up for Level 3 object.
  • Prompt Catalog Fixes : List View not rendering correctly on high resolution.
  • Security Filter Fixes : 'Regex too complex' exception for some customers.
  • Cockpit Fixes : AI Model card showing incorrect active count.
  • AI Mass Processing Fixes : Missing Cross Object Filter (COFi) component on layout.
  • AI Model, Business Purpose, and API Data Sources Fixes : Migrated from Custom Metadata to Custom Objects due to asynchronous CRUD operation issues.

Known Issues​

  • Gmail Plugin File Processing : Prompts with "Include Files" don't work in the Gmail plugin.
  • JSON Prompt Timestamp Field : Timestamp field appended to Target Field text does not work for JSON Prompts.
  • Pre-installed Data Context Mappings : Pre-installed Data Context Mappings are inactive upon installation.