How to Use ChatGPT Dots with Salesforce, Jira, and More

CData Connect AI can connect ChatGPT dots, OpenAI’s always-on personal agents, to hundreds of business applications including Salesforce, Jira, Google Analytics, NetSuite, Xero, QuickBooks, and on-premises systems through a single ChatGPT plugin. The process involves connecting and authenticating data sources in Connect AI, installing and signing into its ChatGPT plugin, and prompting a dot to use live, read-only data for questions that span multiple systems. Suggested uses include identifying aging support tickets, reviewing sales pipelines, combining invoice totals from separate accounting platforms, assessing deal risk using Salesforce and Jira information, and scheduling recurring checks that can deliver results in ChatGPT, Slack, or Microsoft Teams. Connect AI is presented as providing source-side filtering, centralized permissions, audit logs, and access controls, while users are advised to limit permissions through dedicated read-only accounts where necessary, reauthenticate expired connections, and explicitly name the plugin and data source in prompts.

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