Plauti's AI-Assisted Features

Last updated 9 Nov 2026

Find out more about the different AI-assisted features in the Plauti apps, and when to apply them.

Plauti offers several AI‑assisted features across its data management apps, and more are on the way. These features help you design better deduplication logic, review and merge duplicates more efficiently, and apply AI at scale to analyze or generate content based on your Salesforce data and attachments.

Quick reference – Which AI feature should I use?

Use the table below to quickly choose an AI feature based on your goal.

Use case	Recommended feature
Get field‑by‑field value recommendations when manually merging duplicates	AI Merge Recommendation
Let AI review Deduplicate Job results and advise which pairs/groups are true duplicates vs uncertain	AI Match Recommendation
Get help designing or improving Deduplicate scenarios (fields, weights, thresholds)	AI Scenario Builder
Run flexible AI text tasks on records (summaries, classification, content generation) using your preferred LLM	Ask AI action (preferred for new setups) or Ask ChatGPT action
Analyze images or PDFs attached to records (receipts, screenshots, damage photos, invoices) and store text results	Ask ChatGPT Vision action (Ask AI Vision action to follow soon)
Work with Plauti Deduplicate from your own desktop AI app: build scenarios, run jobs, review results and merge, without opening Salesforce.	Plauti MCP

Data handling by the different AI features

Plauti’s AI features fall into three categories:

Plauti‑managed AI features (DPA‑based)

Features: AI Merge Recommendation, AI Match Recommendation, AI Scenario Builder in Plauti Deduplicate.
Require a signed Data Processing Agreement (DPA) for your Org or Environment.
AI processing is limited and transient: only relevant data is sent over SSL to Plauti’s AI sub‑processor, used once, and then removed.
Plauti does not store the data after processing, and it is never used to train AI models. Our AI sub-processor (Microsoft) may temporarily store prompts and outputs flagged as potentially abusive, only for abuse monitoring.
The AI only processes data requested by a user with the appropriate permissions; it cannot independently access your systems.
AI suggestions are always visible and require your confirmation before any changes are applied, unless explicitly stated otherwise.

User‑managed AI features (your own LLM / provider)

Features: Ask AI, Ask ChatGPT, Ask ChatGPT Vision in Plauti Manipulate.
You configure and manage your own AI provider connection (OpenAI, Azure OpenAI, Google Gemini, AWS Bedrock). You choose the AI provider, and their terms and data policies apply.
The prompts, field values, selected records, and any attached files you include in an action configuration are sent directly from Salesforce to the AI model you selected.
The AI model can only see:
- The main and follow‑up prompts you define
- The fields and content you explicitly reference via Field Variables
- The selected records (and optionally related records) processed by the action
- Any files included via the action configuration
The AI model cannot query other records on its own or bypass your configured field selection.
Whether record data is used to train AI models depends on the AI provider you use.

Your own AI app

Features: Plauti MCP for Plauti Deduplicate for Salesforce
You use your own desktop AI app, such as Claude Desktop, Claude Code, Cursor or Codex, to work with Plauti Deduplicate. You choose the AI app and the AI provider, and their terms and data policies apply.
The AI app can read data from your Salesforce org, for example:
- Objects, fields and records
- Your Plauti Deduplicate scenarios, jobs and results
What it reads might extend beyond what it needs for a specific question you asked it. However, it can only read and do what the Salesforce user you logged in with is allowed to read and do.
When you review job results using Plauti MCP, record values such as the fields of the records in a duplicate group pass through your AI app and its provider.
Whether record data is used to train AI models depends on the AI app and the AI provider you use.
The AI app asks you to confirm before it performs actions such as merging records, editing a scenario, or deleting a job.

For more details on data handling by Plauti-managed and User-managed AI features, and your own AI app, see AI Features and Data Processing.

Plauti‑managed AI features

These features require a signed DPA before they can be enabled.

AI Merge Recommendation

AI Merge Recommendation provides AI‑generated, contextual field merge proposals in the Manual Merge modal. It analyzes all selected records holistically, and suggests which field values to keep on the master record, highlighting them for review and providing an explanation per field. No changes are made until you confirm them.

Use AI Merge Recommendation when:

You already use Manual Merge but find the standard merge rules (e.g. “most recent”, “shortest value”) too limited.
You spend significant time comparing and correcting values (typos, inconsistent formatting, etc.) across multiple records.
You want AI to propose better default values but keep humans in control of the final merge.

AI Match Recommendation

AI Match Recommendation analyzes Deduplicate Job results, and labels each duplicate pair as Duplicate, Not Duplicate, or Uncertain, with an explanation. It considers the full record context, instead of just the fields and logic defined in the job’s scenario. Use the labels to decide whether to merge records or not; manually or with an auto merge job based on the AI advice.

Catch duplicates that strict rules may miss
Have uncertain pairs flagged even if the scenario score is high
Reduce manual review effort by focusing attention where it is most needed

AI Match Recommendation can be used as part of a new Deduplicate Job, and for existing job results. You can also combine it with Auto Merge: for example, use AI status “Duplicate” plus a match score threshold (e.g. ≥ 97–98%) to auto merge with higher confidence.

Use AI Match Recommendation when:

Your scenarios miss fuzzy duplicates, or produce many potential duplicates that require time‑consuming manual review.
You want AI to help you decide which record pairs/groups are truly duplicates, particularly in large jobs.
You want an extra safety signal before auto merging below 100% matching scores.

AI Scenario Builder

AI Scenario Builder is an AI‑driven conversational assistant that helps you create or improve deduplication scenarios. It reads field metadata for the selected object (which fields are in use, types, etc., so not field content), asks clarifying questions, and proposes a scenario configuration (fields, weights, threshold, etc.) that you can review and adjust.

You can ask the assistant to help create a new scenario from scratch, as well as review issues with existing scenarios (e.g. too many false positives, missed duplicates) and suggest improvements.

After the assistant proposes a scenario, you can confirm its settings and save it in your Scenario settings.

Use AI Scenario Builder when:

You’re new to Plauti Deduplicate and unsure how to design effective scenarios.
You want help tuning scenarios that either miss duplicates or create too many false positives.
You prefer to keep final control over scenario settings but would like AI guidance based on your object’s structure and your business requirements.

User‑managed AI-features

These AI actions are part of Plauti Manipulate. Instead of Plauti managing the AI endpoint, you connect directly to your chosen provider. This gives you maximum flexibility and control over model choice, pricing, and data policies.

Ask AI action

The Ask AI action lets you send prompts plus Salesforce record data to an AI model, and store the response back on those records. It supports multiple providers: Azure OpenAI, Google Gemini, AWS Bedrock, and OpenAI (ChatGPT).

You can:

Use field variables to inject values from the record and related records into the prompt.
Run the Ask AI action from list views or as a Manipulate Job.
Save the AI’s responses into text fields or picklists for further processing.

Some use case examples:

Classify Contacts into departments based on their job title.
Summarize related Cases per Account into an “Account Case Summary” field.
Generate sales pitches, renewal summaries, or tailored descriptions based on record data.
Analyze related Opportunities per Account and create financial summaries for executives.

Use Ask AI when:

You want to decide for yourself which AI provider should be used.
You want to integrate AI into batch processes, jobs, Flows, or Apex while retaining full control over the provider and prompts.
You are starting new AI use cases in Plauti Manipulate: Ask AI is the recommended baseline going forward.

Ask ChatGPT action

The Ask ChatGPT action is a provider‑specific version of Ask AI, focused on OpenAI’s ChatGPT models. Functionally it is identical to Ask AI: you define prompts, insert field variables, optionally attach related data, and write responses to a field.

Use Ask ChatGPT instead of Ask AI when:

You already have working Ask ChatGPT macros or flows and wish to continue using them.

Ask ChatGPT Vision action

The Ask ChatGPT Vision action extends Ask ChatGPT with image analysis. It selects one attachment per record based on criteria you define, sends that image plus your prompt to a Vision‑capable OpenAI model, and stores the textual answer on the record.

Some use cases examples:

Verify whether a Case attachment (e.g. screenshot) matches the Case description and subject, and store “Yes/No” in a picklist field.
Read restaurant receipts or invoices from images/PDFs and write summarized expense or invoice details to fields.
Analyze damage report photos in insurance or service contexts and produce draft damage descriptions.

Use Ask ChatGPT Vision when:

Image or PDF content is central to your process and you want AI to interpret it.
You need to bridge between visual information attached to records and structured text for your workflows (routing, approvals, reporting, etc.).

Your own AI app

Plauti MCP connects your desktop AI app, such as Claude Desktop, Claude Code, Cursor or Codex, to your Salesforce org and to Plauti Deduplicate. You describe what you want in your own words, and the AI app does the work: exploring your data, building and testing scenarios, running Deduplicate Jobs, reviewing results, and merging records. You do not need to open Salesforce or Plauti Desktop for this.

Because you use your own AI app, you must comply with the terms and privacy policies of that AI app and its provider. Plauti does not manage the AI app, so you keep full control over which AI app and AI provider you use.

Some things to know before you start:

Plauti MCP works only in desktop AI apps on the same computer as Plauti Desktop. It does not work in browser-based AI apps, or in Agentforce.
The AI app can only do what the Salesforce user you logged in with is allowed to do in Salesforce.

Use Plauti MCP when:

You already use a desktop AI app for your daily work and want to deduplicate from that same chat, instead of switching to Salesforce.
You want to describe in plain language what makes two records the same, and let the AI app build, test and tune the scenario.
You want to understand why records are or are not seen as duplicates, with the score explained field by field.
You want to run a Deduplicate Job, review the groups and preview the master record in one conversation, and merge after you confirm.

FAQ – Plauti AI features

Do I need to sign the DPA to use all AI features?

The DPA is required for Plauti‑managed AI features in Plauti Deduplicate: AI Merge Recommendation, AI Match Recommendation, and AI Scenario Builder.

For Ask AI, Ask ChatGPT, Ask ChatGPT Vision, and Plauti MCP, you manage your own AI provider connection; these do not require the Plauti AI DPA, but you must comply with your provider’s terms and privacy policies.

Is my data used to train AI models?

For Plauti‑managed AI features (DPA‑regulated), data is not stored after processing, and it is never used to train AI models. Our AI sub-processor (Microsoft) may temporarily store prompts and outputs flagged as potentially abusive, only for abuse monitoring.

For Ask AI / Ask ChatGPT / Ask ChatGPT Vision, as well as your AI app using Plauti MCP, training behavior is governed by the policies of the provider you selected (OpenAI, Azure OpenAI, Google, AWS, Antropic, etc.). Please refer to their documentation for details.

Can the AI see all my Salesforce data?

With both the Plauti-managed and User-managed features:

Only users with appropriate permissions can invoke the AI features.
Only the data explicitly retrieved for the operation is sent:
- For Plauti‑managed AI, this is restricted to what the feature needs (for example, selected records or field metadata).
- For Ask AI / Ask ChatGPT / Ask ChatGPT Vision, only the fields, related records, and files you explicitly include in prompts and configuration are sent.
The AI models cannot query other records or bypass your configured field selection.

Your own AI app using Plauti MCP can venture more outside of what was specifically requested, but is still limited by what the logged-in Salesforce user can see and do.

Does AI ever apply changes automatically?

By default, Plauti’s AI features present suggestions that you can review:

AI Merge Recommendation highlights suggested values in Manual Merge; you decide what to keep before merging.
AI Match Recommendation labels pairs/groups to guide your decisions; it does not merge by itself.
AI Scenario Builder proposes scenario settings; you must confirm them before saving, and you can always edit them afterwards.
With Plauti MCP your AI app can merge records, but only after you confirm.

You can build automation on top of AI outputs (for example, Auto Merge based on AI Match Recommendation status, or Flows using Ask AI results), but those automations are always under your control.

Should I use Ask AI or Ask ChatGPT for new projects?

For new configurations, Ask AI is recommended because:

It supports multiple providers (Azure OpenAI, Google Gemini, AWS Bedrock, OpenAI).
It gives you flexibility to change models or providers without redesigning your setup.

Use Ask ChatGPT primarily if you already have working Ask ChatGPT macros/workflows that you want to keep using.