Talk to Your Salesforce. In Any Language.

GPTfy uses Twilio as its telephony backbone. Twilio routes inbound and outbound calls to GPTfy's AI layer, which handles caller ID validation, speech transcription, RAG-powered CRM data retrieval, AI response generation, and automatic Salesforce write-back. You provision a Twilio number and configure it to point to GPTfy — no other telephony infrastructure required.

GPTfy AI voice integration connects phone calls directly to your Salesforce CRM. When someone calls, AI validates their phone number against Salesforce contacts, understands their question in any language, retrieves relevant data from Salesforce or knowledge articles using RAG technology, and responds in their native language while automatically updating CRM records.

When someone calls, GPTfy automatically matches their phone number to contacts and accounts in Salesforce. This enables personalized responses with account-specific information and eliminates manual identity verification while maintaining enterprise security standards.

GPTfy uses RAG (Retrieval-Augmented Generation) technology to search your knowledge articles, support documentation, and FAQs. When a caller asks a question, AI finds relevant information from your actual content and delivers accurate answers in their language, not generic AI responses.

For complex questions requiring human expertise, AI automatically creates a case in Salesforce, captures the caller's information and question details, and routes to the appropriate team with full context for quick follow-up. The caller receives confirmation of the escalation.

Yes, all voice conversations are processed with SOC 2 compliant, AppExchange-reviewed security within your Salesforce environment. GPTfy maintains compliance with GDPR, HIPAA, and other regulations, with complete audit trails of all phone interactions and caller validations.

GPTfy includes a callback verification layer that actively confirms caller identity before any Salesforce data is accessed. Unlike passive caller ID lookup — which is trivially spoofed — this mechanism performs an active verification step that is significantly harder to circumvent. The full flow runs on customer-controlled infrastructure. We intentionally keep the technical details off this page; if you are evaluating GPTfy for a security-sensitive deployment, book a demo and we will walk through the architecture in detail.

Yes. When AI determines a question requires human expertise, it automatically creates a case in Salesforce with full call context, caller details, and the question summary, then routes the case to the appropriate team. The caller receives confirmation that their request has been escalated and will be followed up on by a live agent.