Tool
ChatGPT
Workspace agents in ChatGPT: Shared, Codex-powered agents that run on a schedule or in Slack; OpenAI example: a Lead Outreach Agent that researches inbound leads, scores them against a rubric, drafts follow-ups and updates the CRM, with approval steps for sending email. Vendor page
Sales plugin for ChatGPT: OpenAI-built plugin that prepares account plans, meeting briefs, outreach, follow-ups and pipeline summaries; apps include Salesforce, HubSpot, Slack, Teams, Zoom, Granola, Fireflies, Otter.ai and 19 more. Vendor page
ChatGPT Business / Enterprise with ChatGPT Work: Company ChatGPT workspace; ChatGPT Work and Codex features, plugins and connectors to Google Workspace, Slack, Microsoft 365 and more. Vendor page
10 use cases
ChatGPT (Sales plugin): Build an account plan with stakeholders, risks, and next actions
The Sales plugin prepares account plans from available context, covering goals, stakeholders, opportunities, risks, and next-best actions.
How: Add the Sales plugin in ChatGPT → Connect CRM or share account notes → Ask for an account plan and review it
Source · Checked Oct 24, 2026
ChatGPT (Sales plugin): Turn meeting notes into a customer follow-up and internal summary
The plugin turns meeting notes into a customer-ready email plus an internal summary with owners and deadlines.
How: Paste or connect meeting notes → Ask for the follow-up and internal summary → Edit and send
Source · Checked Oct 24, 2026
ChatGPT (Sales plugin): Find the deals most at risk this month
The plugin reviews your pipeline and identifies at-risk deals, why they matter, and what to do next.
How: Connect your CRM → Ask for the month's at-risk deals → Act on the top three
Source · Checked Oct 24, 2026
ChatGPT (Sales plugin): Build a business case for a buyer
The Sales plugin includes a Build Business Case skill to help sellers justify the purchase to the buyer.
How: Gather the buyer's goals and numbers → Run the business case skill → Review assumptions with the buyer
Source · Checked Oct 24, 2026
ChatGPT (Sales plugin): Build a competitive brief for a deal
The plugin includes a Build Competitive Brief skill for competitive deals.
How: Name the competitor → Run the skill → Turn it into talking points
Source · Checked Oct 24, 2026
ChatGPT (Workspace agents): Qualify inbound leads and draft follow-ups automatically
A Lead Outreach Agent researches inbound leads, scores them against your rubric, drafts follow-ups, and updates the CRM.
How: Click Agents in ChatGPT and describe the workflow → Connect CRM and email → Require approval before emails send
Source · Published Apr 22, 2026
ChatGPT (Workspace agents): Send a weekly metrics report automatically
A Weekly Metrics Reporter pulls data every Friday, creates charts, writes the summary, and shares the report.
How: Describe the report → Connect the data source and schedule → Review the first runs
Source · Published Apr 22, 2026
ChatGPT (Workspace agents): Post deal briefs with Gong call summaries to Slack
Rippling says a sales consultant built an agent that researches accounts, summarizes Gong calls, and posts deal briefs to Slack (customer quote on OpenAI's post).
How: Build a workspace agent with Gong and CRM access → Deploy it in the team's Slack channel → Review brief quality weekly
Source · Published Apr 22, 2026
OpenAI: customer engagement
Announced it is embedding OpenAI APIs across product development, service delivery, customer engagement and operations, and rolling ChatGPT Enterprise out to colleagues.
Thermo Fisher Scientific · Source · Published Oct 16, 2025
OpenAI: chat/service agents
Launched an OpenAI-powered AI assistant in its app to handle customer service (refunds, returns, payments, disputes) in 35+ languages.
Klarna · Source · Published Feb 27, 2024
From the field
- International seller had ChatGPT build a browser quoting tool from his PDF and E · practitioner post by @liani_does