Build AI Agents. No Code Required.
GPTfy's Agent Builder lets you create AI agents inside Salesforce in minutes—describe what you want, pick pre-built or custom skills, attach knowledge base, and deploy to Slack, MS Teams, or WhatsApp.
Creating AI agents in Salesforce no longer requires deep development. Describe your use case, choose a template like sales or support, add skills and optional RAG, then expose the agent on the channels where your team already works.
What's inside this demo
Describe and Generate
- Choose a button (e.g. Sales, Support, Help Desk) or describe in your own words what you want the agent to do.
- A system prompt and agent description are generated automatically; you can test the agent before publishing.
Skills and Knowledge Base
- Attach skills such as create case, update opportunity, create account; add or build custom skills for your use cases.
- Optionally give the agent access to your GPTfy knowledge base (RAG) so it can resolve cases using your content.
Channels and Security
- Deploy the agent to Slack, MS Teams, WhatsApp, Google Assistant, or MS Copilot so users work where they already are.
- Control access via permission sets so different roles (e.g. sales rep vs admin) get appropriate capabilities.
Use this video when
You need a sales or support agent in Salesforce and want to avoid custom code.
You want to expose CRM actions (e.g. create quote, update opportunity) via Slack or Teams.
You need a help-desk or case-resolution agent with access to your knowledge base.
You want to bring your own AI model and still use GPTfy for agent orchestration and channels.
Frequently asked questions
No. You choose a use case (e.g. Sales, Support, Help Desk) or describe in your own words what you want the agent to do. GPTfy generates the system prompt and agent description automatically. You can test the agent in the builder before publishing.
Skills are actions the agent can perform in Salesforce—e.g. create case, update opportunity, create account. You select from available skills or build custom ones. You can also give the agent access to your GPTfy knowledge base (RAG) so it can resolve cases using your content.
You deploy the agent to the channels where your team already works: Slack, MS Teams, WhatsApp, Google Assistant, or MS Copilot. Users interact with the agent in the same place they do their day-to-day work—no switching to Salesforce for simple queries or actions.
Yes. GPTfy uses permission sets so admins control access by role. A sales rep might have one set of capabilities; a sales manager or system admin another. You can also configure welcome messages and personalize the bot name (e.g. company bot name) in advanced settings.
Ready to see this in your Salesforce org?
Book a 45-minute session and we'll walk through this use case using your own data.
Video transcript
Last updated: March 2026
