SFDIFY connects AI models to the software your business already runs: your CRM, documents, inbox, website and internal tools. As an OpenAI Select Partner we do ChatGPT and OpenAI integration every week, alongside Anthropic Claude and Google Gemini, and we run the same integrations inside our own products.
OpenAI models connected to your product or workflow through the API, with your data, your rules and your logging.
Lead scoring, call and email summaries, and drafted follow-ups inside Salesforce or your custom CRM.
Learn moreEmails, PDFs and forms read, classified and turned into records, with a person approving what matters.
Answers grounded in your own documents, tickets or product data, with sources shown so people can check them.
Assistants that work inside the apps your team already uses, and agents that take approved actions.
Learn moreWhich process to integrate first, which model fits, build vs buy, and what it will cost to run.
Learn moreTax clients upload photos and PDFs of every kind. Without help, a preparer has to open each file, work out which return it belongs to and chase the pages that are missing.
Clients upload once in the USTAXX portal or app, in nine languages. Preparers open a sorted file instead of a pile, and questions the AI cannot answer go to a person.
See USTAXXOne real task, its volume and what "done right" means. The first consultation is free.
The model wired to a sample of your real data, with a test set that measures quality.
Connected to your systems with permissions, logging, cost limits and a fallback to a person.
Launched to the team, watched for quality and cost, then extended to the next process.
We scope every integration before quoting it. These are the things that move the effort most.
Connecting one system through a clean API is quick. Several systems, or ones without an API, take longer.
Clean, structured data needs little preparation. Scanned documents and messy records need extraction and cleanup first.
Drafting for a person to approve is simpler than letting an agent act on its own, which needs more testing and guardrails.
High volumes call for careful model routing and caching so the monthly model bill stays predictable.
Customer data, financial records or regulated data add access rules, audit logs and review.
For the trade-offs between building, hiring an agency and buying a tool, read AI integration: build vs agency vs off the shelf.
Selected by OpenAI as a Select Partner. We build assistants, agents and AI features on OpenAI's models, alongside Anthropic and Gemini.
Learn moreThe portal and app behind an IRS-authorized e-file practice. Clients ask USTAXX AI, track deadlines and follow their return in nine languages.
Learn moreThe AI-native TMS for trucking. Its AI reads rate confirmations into loads, watches every CDL and medical-card date, and answers questions about your numbers.
Learn moreOfficial Salesforce Consulting Partner for Sales Cloud, Service Cloud, Data Cloud, Agentforce, Apex, LWC and integrations.
Learn moreAI integration services connect AI models such as ChatGPT, Claude or Gemini to the software a business already uses, so AI can read, summarize, classify, draft or act inside existing workflows instead of in a separate chat window.
AI consulting decides where AI should be used and in what order. AI integration builds the connection between the model and your systems. SFDIFY does both, and you can hire us for either one on its own.
Yes. We connect OpenAI models through the API, grounded in your own content, with your branding, rules and logging, rather than sending people to ChatGPT itself.
Business API traffic is handled under each provider's API data terms rather than the consumer apps. We choose the provider and settings with your data rules in mind, and keep sensitive data out of prompts where it is not needed.
Mostly OpenAI, where SFDIFY is a Select Partner, plus Anthropic Claude and Google Gemini, chosen per task for quality, speed and cost.
Yes. As a Salesforce Consulting Partner we set up Agentforce and connect other models to Salesforce data for scoring, summaries and drafted follow-ups.
Book a free first consultation and bring one process you want AI to take on. We will tell you honestly whether integration is worth it and what a first version would look like.
AI integration consulting connects AI to your systems; AI consulting decides where it fits and what it costs. See the difference and which comes first.
Learn moreWhat AI integration is, how it differs from using ChatGPT by hand, what drives its cost, and how to tell whether your business needs it yet.
Learn moreWe built five real AI integrations that replaced specific manual tasks: document extraction, translation, DM routing, and scheduled content.
Learn moreLearn how to safely integrate AI agents into your CRM and inbox through scoped API access, read-only testing, and guardrails that prevent unauthorized
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