AI Email Sidebar. Never Leave Your Inbox.

The plugin can be set up in under 15 minutes with no custom code required. Simply install it from the Microsoft or Google Workspace marketplaces and connect it to your Salesforce org using secure OAuth authentication. The system uses your existing Salesforce permission sets to ensure compliance with your security requirements.

The AI email composition feature generates personalized emails based on your Salesforce data, past interactions, and business context. It can create contextual templates, draft responses, and generate follow-ups while maintaining your company's voice and tone. The system integrates directly with your email client, allowing you to compose, edit, and send emails without leaving your inbox.

The plugin provides real-time access to key Salesforce data including contact information, account history, past interactions, and case details. You can view relationship history, sentiment analysis, and account insights while reading or writing emails. The system also enables one-click creation and updates of Salesforce records, including contacts, opportunities, and cases, directly from your email client.

The plugin eliminates context switching by bringing Salesforce directly into your email client. Reps can log emails with one click, view account history and open opportunities in a sidebar, and generate AI-drafted follow-ups using GPTfy's prompt execution engine - all without tabbing out to Salesforce. This reduces manual CRM data entry and keeps teams focused on customer conversations.

The plugin inherits your Salesforce permission sets and field-level security, so users only see records they have access to. When GPTfy generates an AI-drafted email, the Security Layer masks PII in the prompt before it reaches the AI provider via Named Credentials. The generated draft appears in the plugin for human review before sending. Every AI-generated draft is logged as an AI Response record for compliance audit.

Yes. The plugin supports both individual and shared mailbox configurations. Service teams using shared inboxes can view Salesforce case context, create or update cases from incoming emails, and generate AI-drafted responses grounded in the full case history. Each user's Salesforce permissions determine which records they can view and update, ensuring proper access control even in shared mailbox environments.