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GPTfy Release Notes – Version 1.6

Release Date: 10-April-2024

New Functionalities​

Setup Wizard​

Assists new customers in quickly configuring GPTfy in their Salesforce Org. The wizard experience hand-holds the Admin user throughout the configuration process.

Screenshot of a configuration dashboard with various AI use cases such as sentiment analysis, case analysis, and email drafting options for the GPTfy Version 1.6 update

Migration Utility for AI Model, Business Purpose, and API Data Sources​

Import/Export allows Admin users to migrate configurations from one org to another easily.

Screenshot of AI Model card configurations listing various AI services such as AWS, Azure, and OpenAI on a software platform

Usage Tracking by Period​

Provides insights into AI adoption over time. It allows stakeholders to clearly see if AI usage is trending up or down and take corrective actions. Admin users can set up the tracking period based on their specific needs.

Allow User Input​

A new checkbox on the Create Prompt page that allows end users to add their specific ask to the prompt, leading to more personalized AI responses.
Note: With this addition, the ‘Custom Prompt’ type has been deprecated.

License Management​

Clearer visibility of restricted features based on license tier. The GPTfy Cockpit will show a banner on restricted features.

Grounding Rules​

Grounding Rules are available to pick and choose on the Prompt detail page. This allows prompt engineers to control the AI responses better.
This release provides two categories of grounding rules: Ethical and Content.

Advanced Settings tab in the 'Edit Account 360 View - GPTfy' interface showing options for ethical and content grounding of prompts

Prompt - File Processing​

Out-of-the-box GPTfy connection now allows file processing. This is powered by Azure AI Document Intelligence (aka: Azure Form Recognizer)

Enhancements​

AI Model - Processing Class​

Refactored and optimized implementation for customers needing a custom way to send requests to their LLM. Improved performance and customization for custom request/response formatting.

JSON Viewer​

Built-in JSON viewer is now available on the Security Audit record, allowing users to see the large nested JSONS in an intuitive format.

A split-screen interface showing a JSON Viewer with formatted case comments on the left and a structured presentation on the right.

Query Builder​

Allows GPTfy admin users to visually create filter conditions, eliminating the need to know SOQL.
Query Builder is available on multiple GPTfy pages, such as Prompt, AI Mass-Processing, and Context Mapping.

Security Audit - Processing Time​

Provides fine grade processing times on the Security Audit record, useful for troubleshooting and performance optimization.
Admin users often need to know the time it takes to extract, mask, process, and present the data.
Now shows Pre-processing, Processing, and Post-Processing times.

Prompt Catalog​

Optimized for Admin user experience, now allowing editing of Prompt name, description, connection, and visibility rules. Admin users can now also create a new prompt from here.

A dialog box for editing the 'Boost Sales' prompt details with fields for label, icon source, icon details, sequence, and description.

GPTfy User Console​

UX Improvements​

  • Console height remains consistent even if there is a past response
  • Information ‘i’ icon dynamically shows up if the prompt has a description
  • Updated date timestamp to preserve space
  • Removed thumbs-up feedback. Only a thumbs-down is available
  • Security Audit record link no longer accessible to end-users

‘How it Works’ Feature​

End users often need to know the basis of the AI response. "How It Works" allows Admin users to capture this information optionally. The GPTfy console displays it intuitively and unobstructedly.

Security Layers​

  • Regex-based Security Layer rules optimized
  • Two new checkboxes added: ‘Match Complete Word’ and ‘Ignore Special Characters’

Settings panel showing regex search patterns and options for ignoring special characters and matching complete words.

AI Settings​

  • Restructured detail page
  • Information moved to subtabs for better visibility

File Prompt​

  • Alerts users if no file is attached when “Include Files” is checked.

Bug Fixes​

Prompt​

  • Imported Prompts incorrectly showing as activated
  • Formatting lost on Rich Text fields mapped as target fields
  • Copy of Merge Field not working for some customers
  • Reinstated older prompt versions leaving some fields null

GPTfy User Console​

  • Copy Icon not working
  • Misleading LWC Component label

Data Context Mapping​

  • Where Clause and record limit not picked up for Level 3 object

Prompt Catalog​

  • List View not rendering correctly on high resolution

Security Filter​

  • ‘Regex too complex’ exception for some customers

Cockpit​

  • AI Model card showing incorrect active count

AI Mass Processing​

  • Missing Cross Object Filter (COFi) component on layout

AI Model, Business Purpose, and API Data Sources​

  • Migrated from Custom Metadata to Custom Objects due to asynchronous CRUD operation issues

Known Issues​

  • Prompts with “Include Files” don’t work in the Gmail plugin
  • Timestamp field appended to Target Field text does not work for JSON Prompts
  • Pre-installed Data Context Mappings are inactive upon installation

We’re always working to make things even better!

The problem GPTfy solves:
Helping you leverage the power of Generative AI in your Salesforce environment without any complex coding setup or security worries.

With GPTfy, you can create and execute AI prompts that generate high-quality, relevant business content—quickly and easily.

Install GPTfy and Bring AI into your Salesforce!