Skip to main content

Welcome to GPTfy Knowledge Base

Your comprehensive guide to implementing and using GPTfy - the AI-powered platform for Salesforce.

What is GPTfy?​

GPTfy is a Salesforce-native, enterprise-grade product that brings AI right into your CRM. It helps optimize your sales process, enhance customer interactions, and drive revenue growth. Your teams can generate smart and personalized responses, analyze data, and automate repetitive work.

Quick Start​

New to GPTfy? Start here:

Key Features​

Getting Started​

Learn the basics of GPTfy installation, setup, and configuration.

GPTfy Settings​

Configure advanced settings, license management, and access controls.

Integrate Your AI​

Connect your preferred AI models and configure custom AI integrations.

Integrate Your Data​

Set up data connections and context mapping for AI-powered insights.

Prompt Builder​

Create and manage AI prompts with our advanced prompt engineering tools.

Automate Your AI​

Set up automated AI workflows and batch processes.

Deploy Your AI​

Deploy GPTfy across different Salesforce environments and channels.

GPTfy Agentic​

Build and manage intelligent Salesforce-native AI agents with RAG sync capabilities.

GPTfy Voice​

Implement voice-powered AI interactions.

Best Practices​

Learn about AI ethics, security, privacy, and optimization strategies.

Release Notes​

Stay updated with the latest features and improvements.

Version Upgrades​

Guide for upgrading between GPTfy versions.

Need Help?​

  • Browse our comprehensive documentation using the sidebar navigation
  • Explore the different categories using the left sidebar
  • Visit our website at GPTfy.ai for more information