Elements.GPT case study

About project

ElementsGPT is an AI-powered guide for Salesforce that includes features such as automated diagram building and user story creation. With the help of ElementsGPT Org Copilot, it can generate charts, images, and CSV files, providing accurate and actionable recommendations for implementing user stories. Jira integration is also available, allowing users to track progress and outcomes throughout the process. ElementsGPT utilizes the capabilities of Elements.cloud to document, manage, and implement data from various applications. Its features can be used for the complete user story creation and implementation cycle or independently for generating charts and creating tickets.

Challenges

Limited Data

GPT models only have access only to public data, which can be insufficient for generating accurate and personalized outputs. So, we needed to provide context with user information.

Prompt Limitations

GPT models' token limit restricts the amount of information they can process at once. This can hinder the creation of detailed and comprehensive responses, requiring careful management of token usage.

Security

We had to protect our AI-powered guide from prompt injections, which are highlighted by their top ranking in the OWASP Top 10 for LLM Applications. They are simple and can be executed with minimal technical knowledge, making them especially common. Prompt injections involve feeding malicious prompts to the model, causing it to execute unintended actions. Such vulnerabilities can spread malware, theft of sensitive data, and unauthorized control over systems. Additionally, they can use limited user tokens for their own purpose.

Data Management Issue

Generating constant reports and managing vast amounts of information presented additional challenges. We had to find a way to simplify and streamline this process for users, which is crucial to ensure accuracy in handling data.

About project

Vector Databases

We’ve decided to use vector databases to improve the context and performance. These databases enable us to store and retrieve vast amounts of data, ensuring that our solution has access to comprehensive and relevant information. By vectorizing proprietary data, we transformed it into an intermediate form that the model can easily process. This guarantees that ElementsGPT can load relevant parts of an organization's metadata and Salesforce's architectural recommendations, integrating them seamlessly into the context of application implementation activities.

OrgCopilot

OrgCopilot for data formalization streamlines the process of organizing and structuring data. It allows ElementsGPT to understand and utilize organizational configuration and Salesforce best practices. Users can explain their ideas in one simple sentence or share a photo of the brainstorm dashboard. With OrgCopilot Element.GPT will transform it into user stories and step-by-step realization recommendations.

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Prompt Engineering for Contextual Accuracy

Prompt engineering played a crucial role here. We’ve created prompts that provide context and specific information that GPT models lack. Prompt engineering has also helped us to solve token limitation issues. On the one hand, this, among other solutions, helped us strengthen protection against prompt injections. On the other hand, it allows for providing more accurate and personalized answers for users, ensuring the format and delivery of the query results are aligned with their expectations.

ElementsGPT’s Features

ElementsGPT Org Copilot

ElementsGPT Org Copilot helps to create custom metadata views, generate reports, download large data sets, and utilize prebuilt dashboards like Analytics 360. Users can run complex queries that combine various datasets by simply asking the Org Copilot. This tool can also generate charts, images, and CSV files for enhanced data visualization and analysis.

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Automatic Charts Generation

ElementsGPT helps to transform complex data into clear and understandable diagrams, including derivative ones. Whether you are brainstorming a new process or refining an existing one, it offers a high-level starting point with just a simple sentence or process description. You can also use it to automatically generate a drilldown on an existing diagram.

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Automated User Story Generation

ElementsGPT allows you to automatically generate user stories from business processes captured in UPN notation. This tool interprets activities, inputs, outputs, and resources to create structured user stories. To generate user stories, users just have to create a UPN process diagram and right-click on the selected box, choosing “Generate stories (AI)” from the context menu.

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Implementation Recommendations

After creating the user story, you can ask ElementsGPT how to implement it. It provides customized implementation strategies tailored to the user’s unique org configuration. It helps align your Salesforce Org with the Well-Architected Framework and ensure compliance with best practices and standards. ElementsGPT analyzes the story’s description and acceptance criteria, matching them with relevant metadata and providing a detailed recommendation of elements to reuse or create. Users can use “Ask Elements” to make ElementsGPT generate a list of matching metadata, suggest new elements if needed, and offer a comprehensive step-by-step guide for implementation. This feature ensures that your user stories are effectively translated into actionable solutions.

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ElementsGPT Org Copilot

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Automatic Charts Generation

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Project outcomes

We have created a full-featured AI-based solution for Salesforce optimization. It provides a personalized experience with complete security. ElementsGPT transforms complex data into clear and comprehensible diagrams and generates complex user stories, including metadata impact analysis for each resource.

It automates and streamlines processes that used to take 8 hours and now can be completed in 5 minutes. At the same time, the result is delivered with greater accuracy, using business requirements and assembling components faster.

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What our clients say about TechMagic

Adrian King

FOUNDER & CTO ELEMENTS.CLOUD

‘’I cannot express how impressed we are by the commitment and dedication of your team. The recent set backs are frustrating but we will work through them. The comments and enthusiasm from early users is really, really encouraging. We are building a fantastic product, with a clear need, and a huge audience.”

Ian Gotts

Enterprise

Founder & CEO Elements.cloud

Why Techmagic

All-in-one product development

We cover the entire software product development process. As we work within a quality management system, you can be sure that you will get a high-quality outcome. Our team has extensive technical expertise to cover all the subtleties of the development cycle. Thanks to this, we successfully combine technical improvements with business vision at every project stage. Our experience in many industries and personalized approach to each project make TechMagic a reliable software development outsourcing partner and guarantee the success of your product.

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High-quality software with ongoing support

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Innovative solutions

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