Use SkedX CRM inside ChatGPT: install the SkedX app from the ChatGPT Apps directory, connect your workspace, and try curated prompts.
Use SkedX CRM inside ChatGPT
The SkedX app for ChatGPT is published in the ChatGPT Apps directory under the Productivity category. Once connected, ChatGPT can pull CRM data, suggest next actions, and, with your confirmation, write back to SkedX.
Prerequisites
- A SkedX CRM workspace on Professional plan or above.
- A ChatGPT Free, Plus, Pro, Team, Enterprise, or Edu account — apps are available on all tiers.
- Workspace admin permission to add connectors in SkedX.
Install the SkedX app
- In ChatGPT, open Settings → Apps & connectors (or click the + icon in the composer and choose Browse apps).
- Search for SkedX and select Connect.
- Sign in to SkedX on the redirect page, pick the workspace you want to expose to ChatGPT, review the 20-module module list, and approve.
- Return to ChatGPT. The SkedX app is now listed in your composer menu.
Use it
You can either @-mention the SkedX app in any chat (e.g. “@SkedX show my open deals”) or enable it as a default tool for a specific custom GPT.
Try these prompts
- “@SkedX give me a one-screen briefing for my 9am sales standup: top 5 deals by value, anything that slipped stages yesterday, and the three tasks due today.”
- “@SkedX every contact in my CRM whose last interaction was ‘demo booked’ and who hasn't had an activity in 14 days — list them, show the deal value, and draft a short re-engagement message per contact.”
- “@SkedX summarise this month's e-commerce revenue by channel, flag SKUs with return rates over 8%, and propose three experiments I could run next month.”
Safety and permissions
All write actions (create task, update deal stage, void invoice) require your confirmation in ChatGPT and pass a second confirmation enforced on the SkedX server. ChatGPT never sees data from modules you did not explicitly authorise. Physical- goods transactions via the commerce tool (if you enable it) follow OpenAI's physical-goods-only policy — digital-only SKUs are blocked at the manifest level.
Privacy and data handling
OpenAI processes prompts sent through ChatGPT Apps under the API-terms zero-data-retention regime — your SkedX data is not used to train OpenAI models and is not retained after the response. SkedX retains only audit metadata required to show you a history of connector activity. Full details:{' '} Privacy Policy,{' '} Sub-Processors,{' '} AI Connector Terms.
Disconnect or reconnect
Remove the SkedX app from ChatGPT → Settings → Apps & connectors, or revoke access from SkedX → Settings → API & Webhooks → Connected apps. Either side is sufficient — tokens are cross-revoked.
Support
Email [email protected], or chat with us from{' '} skode.ai/contact. Security issues go to{' '} [email protected].
