Blog

Announcing iDialogue AI "ChatGPT™ for Salesforce™"

  • Published
  • Michael Leach

iDialogue v1.270 officially launched three new exciting AI features:

  • Chat GPT: Conversational AI with Assistants
  • Flow GPT: AI Flow Orchestration
  • File GPT: Document summarization, translation, and classification.

The new features also include a series of training materials, programs, and videos to help Salesforce Professionals future-proof their career and learn “Prompt Engineering”.

AI Benefits

  • User Adoption. Salesforce users spend up to 30% more time logged in when AI Assistants are available
  • Secure. Replaces many ChatGPT consumer use cases. Keeps generative content internal to the organization.
  • Reduced human errors. AI Assistants are like an "always on" spellchecker and proof-reader.

ChatGPT™: Conversational AI in Salesforce™

Add AI Assistants to any Salesforce record to assist with:

  • Onboarding and learning
  • On-demand customer insights and real-time assistance
  • Content generation, emails, images, document generation
  • Extend AI Assistants with direct knowledge of CRM data using auto-launched flows.
AI Assistants on Salesforce Page Layout

Flow GPT: AI Flow Orchestration

For automated record summarizations, translations and AI completions, flow actions are provided to orchestrate chains of AI-enabled processes.

  • Auto-Launched flows that construct Just-In-Time GPT System prompts
  • Scheduled flows that summarize new Leads daily
  • Record-triggered flows that add sentiment analysis or update categorical picklists.
  • Platform events that auto-process new documents with text extraction, OCR, and summarization
Automate AI tasks. Chain them together with orchestrated actions.

File GPT

File GPT helps organizations tackle any complex, document-driven process with simple chat-based tools for understanding multi-page documents with minimal effort.

  • Auto-review documents as they are uploaded to document rooms
  • Review doc submissions. Scan for human error.
  • Summarize documents, or translate to different languages.
  • Query for document completeness or specific phrases and words.
File GPT reduces complex, multi-page document processes into simple summaries and actions.

AI Development Tools for Prompt Engineering

Every organization and brand can define and build their own AI Assistants with personalities and personas that reflect their culture and values. From new hire orientation, onboarding and enablement to Opportunity configuration and quoting, or service and support use cases... organizations can build their own AIs and knowledge bases to handle any task.

iDialogue AI is coupled with a prescriptive development methodology consisting of proven practices and steps that ensure 100% of AI projects succeed.

  • GPT Specialist and Prompt Engineering training.
  • Predefined AI Models.
  • A "PromptBase" for centrally managing AI prompts.
  • AI Flow Templates.
  • AI Security and API User checklists.
Continuous AI Deployment Model.