Your CRM records, in chat
Connect ChatGPT to your Senitix CRM account. Ask about your open deals and their amounts, find a contact or company, see your upcoming tasks, check your sales forecast or run a saved report. Answers come from your live CRM data.
ChatGPT acts as you: it only sees the records your Senitix permissions allow, and your organization's admin decides which tools are enabled. Changes (creating or updating records, moving a deal to another stage, completing a task, deciding an approval) are off by default and only your organization's admin can turn them on. Irreversible changes, such as converting a lead or deciding an approval, always ask for your confirmation first. Nothing can be deleted through ChatGPT.
Intended for sales and customer teams using Senitix CRM. Requires a Senitix account with access to the organization you connect.
Kui Senitix CRM on ühendatud, võib ChatGPT jagada selle rakendusega asjakohaseid vestlusi ja mälusid, et anda sinu päringutele konteksti. See, kuidas Senitix CRM neid andmeid kasutab, oleneb selle tingimustest ja privaatsuspõhimõtetest. Kui Mälu on lubatud, võidakse rakenduse andmeid kasutada, et ennetavalt pakkuda kasulikku teavet või soovitusi. ChatGPT arvestab alati sinu treeningandmete eelistustega, sh ühendatud rakenduste andmete puhul. Rakenduste kasutamisega võib kaasneda suurem risk. Saad eelistusi hallata või rakenduste ühenduse igal ajal seadetes katkestada. Lisateave