What is ChatGPT

ChatGPT is a large language model chatbot developed by OpenAI, based on GPT-3.5. It can interact in conversational dialogue and produce responses that appear surprisingly human.

Large language models work by predicting the next word in a series of words.

ValueText was the first to bring both SMS and WhatsApp texting to Salesforce, and is now the first to bring ChatGPT capabilities to the top-rated CRM in the world.

ChatGPT use cases

ValueText is starting with these use cases:

• Generate a summary of the conversation.
• Get the best possible reply to the conversation based on the full discussion.
• Automatically reply to the last message.

Health care (generate a summary of the conversation): you can generate a summary of the conversation between a doctor and a patient. ChatGPT lets the agent produce the best-case description of the conversation, so a manager doesn't have to read the entire conversation between agent and customer: they can read the summary instead.

Real estate (best possible reply): as a real estate specialist, you can't please every customer, and some may get irritated during the conversation. That can leave you unsure of the best way to turn things around. This is where ChatGPT helps: select best response and the AI generates the best possible reply based on the whole conversation, to help you turn things in your favor.

Insurance (automatic reply to the last message): life changes constantly, and unpredictable things happen, so everyone needs insurance on a variety of things. Discussing a customer's specific needs can get confusing, since customers don't always know how to explain what they're looking for. When that happens, go to ChatGPT and select either best response or automatic reply to the last message: the AI scans the whole conversation, gives you the best options, and suggests a follow-up question to ask if you need more information before responding to the customer.

To use ChatGPT's capabilities, follow the setup steps below.

Set up ChatGPT

1. Sign up for ChatGPT. Create an account at https://chat.openai.com/auth/login.
2. Add the remote site setting in Salesforce. Go to Setup > Remote Site Settings, add https://api.openai.com, and click Save.

   

3. Open the View API Keys option. In your ChatGPT account, go to View API Keys.

   

4. Generate your API key. Follow the steps on the page to generate your own API key, then copy it.

   

5. Store the API key in Salesforce. You need ValueText already installed in Salesforce; if it isn't installed yet, complete that setup first. Log in to Salesforce, open ValueText Setup, go to ChatGPT, and paste the token you copied in step 3 into the ChatGPT Token field.

   

6. Find your org ID and enable ChatGPT. Go to https://platform.openai.com/account/org-settings and copy your org ID. Paste it into the ChatGPT Org Id field, enable Test connection and activate the ChatGPT settings, then click Activate.

Once steps 1 through 6 are done, a few options are enabled automatically in Salesforce. To check, open any record where you have the Mini Chat Console set up and some conversation history, so you can test ChatGPT. If you don't have the Mini Chat Console set up yet, follow the steps at /docs/add-chat-console-to-record-detail-page/.

Test ChatGPT in the Mini Chat Console

Open a conversation and click ChatGPT at the bottom left of the Mini Chat Console. Before testing it, look at the images below.

Generate a summary of the conversation:

Clicking ChatGPT gives you access to the Generate the summary option, shown in image 1 and image 2.

Image 1:

Image 2:

Find more information about ChatGPT pricing here.