Connect your Sunate workspace to ChatGPT and Codex to manage everyday CRM work in natural language. Find and update contacts, leads, deals, tasks, pipelines, assignments, and private quote drafts; check roof reports; and prepare lead-generation requests. Access follows each member's Sunate permissions, and sensitive actions require confirmation. A Sunate account with the OpenAI integration enabled is required.
How to use
- 1Add it in ChatGPT
Open Sunate in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Sunate, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “Show me the deal pipeline and their stages”
- “Do I have any tasks for this week?”
- “List deals that need attention”