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Enabling GPTfy Console on Experience Cloud

GPTfy is now available on Experience Cloud, too. This article helps in understanding step-by-step procedures on how to enable the GPTfy console in the experience cloud.

Step 1: Update a workspace on a site​

Sites can be updated from Setup → Digital Experiences.

  • Click on Workspaces on a preferred site where GPTfy has to be enabled.

Step 2: Assign Permission set​

  • Under the workspace, click on the Administration tile and it will open the window where we need to assign the profiles that can access this site.

  • Click on Members in the left pane to see the list of profiles and Permission sets to assign.

  • Select All in search, and add profiles of the user who needs to see the GPTfy console of the records.

For example, select Customer Community profiles into selected profiles.

  • Add the GPTfy Portal User permission set, assign it, and click Save.

Make sure the site is activated.

Step 3: Add GPTfy Console component​

  • Once the permission set is assigned, click on the Workspaces by clicking the Home button.

  • Select the Builder button.

  • Click on Home to find the Account detail page where the user needs to add the console.
  • Click on the Component icon and find GPTfy Console under custom components.

  • Drag and drop the GPTfy console onto the detail page.

When a prompt is active, the console will show up on the record page.

  • Once the console is added, click Publish.

Step 4: Login as experience cloud user​

  • Once the site is published, log in to Experience Cloud as a user whose profile has been assigned with the GPTfy Portal User permission set.
  • Open any account record, and the GPTfy console can be seen.

Step 5: Run GPTfy​

  • Click on the drop-down to select a prompt and click Run GPTfy.
  • The response from AI will be shown on the console.