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GPTfy Release Notes 1.9

Release Date: 06-Dec-2024

New Features​

Prompt Action Framework​

The prompt page now includes an “Actions” tab. Prompt engineers can optionally define actions to be triggered after a prompt is successfully fired. Supported actions include:

  • Update Field: Update a field on the same or any related record
  • Create Record: Create a record related to the one where the prompt was fired
  • Invoke Flow: Launch an Autolaunched Flow and pass the prompt response
  • Invoke Apex: Call an Apex class implementing the GPTfy interface
  • Open a Form: Prefill a form using AI response

GPTfy Voice​

Users can now record voice notes directly within Salesforce. These notes are transcribed via AI and attached to the relevant record. Users are notified upon transcription completion and can review the text. This feature is especially useful for sales teams to document pre-sales conversations.

Asynchronous AI Framework​

GPTfy introduces an enterprise-grade asynchronous callout framework for Voice. It also extends support for asynchronous processing of Files, Images, and other data types.

Compatibility with Kensho Scribe (Asynchronous)​

GPTfy Voice now works with Kensho Scribe, supporting up to 3 minutes of voice-to-text transcription. This integration is compatible with or without Lightning Web Security.

Compatibility with Google Chirp V1 (Synchronous)​

GPTfy Voice supports synchronous voice-to-text transcription of up to 30 seconds using Google Chirp V1.

Compatibility with Google Chirp V1 (Asynchronous)​

GPTfy Voice supports asynchronous voice-to-text communication of up to 3 minutes using Google Chirp V1.

AI Mass Process Monitoring​

The AI Mass Processing Scheduled Run page now includes the ability to abort jobs and view a summarized count of processed, errored, retried records, etc.

Enhancements​

  • Clone Prompt: Optionally clone the Data Context Mapping along with the prompt.
  • AI Settings – Voice Configuration: Enhanced UI now supports multiple voice providers and both synchronous and asynchronous integrations.
  • Track Prompt Actions on Security Audit: Actions triggered by GPTfy prompts are logged as related records under the Security Audit page.
  • Track Polling Attempts on Security Audit: Polling attempts for asynchronous prompts are tracked under the Security Audit page.
  • Prompt Grounding Rules Readability: Grounding rules are now displayed in an easier-to-read format.
  • Exception Log UX: Removed unnecessary buttons from the Exception Logs page for improved user experience.
  • Optimization of Security Layer – Regex: Refactored regex logic for better handling of complex scenarios.
  • AI Mass Processing Buttons: Schedule/Unschedule buttons are now conditionally rendered for better UX.

Bug Fixes​

  • Apex Class Permissions: Fixed an error where non-GPTfy users lacked necessary Apex class permissions.
  • Reference Field on Data Context Mapping: Fixed issue where saving a reference field didn’t work.
  • External Object Data Extraction: Now supports level 3 data extraction with custom filters.
  • AI Mass Processing Exception Handling: Fixed handling of API data source exceptions and added retry logic.
  • AI Mass Processing Scheduling: Fixed incorrect cron expression for Thursday ("THR" → "THU").
  • Currency Field Extraction: Fixed incorrect extraction of Percentage and Currency fields as numeric values.
  • Version Reinstate: Fixed issues with reinstating JSON prompt versions.

Known Issues​

  • The "Profile" option in Voice configuration is non-functional and may cause issues. It will be enabled in a future release.
  • When opening a form, time fields using action (hardcoded or referenced) are not saving due to formatting issues.
  • In Data Context Mapping, only the last selected field is saved when multiple fields are selected and saved.

Summary​

We’re always working to make things even better!

GPTfy helps you leverage the power of Generative AI within Salesforce without needing complex code or worrying about security. With GPTfy, you can create and run AI prompts that generate high-quality and relevant business content quickly and easily.

[Install GPTfy and bring AI into your Salesforce environment!](Install GPTfy)