Works with the assistant you already use.
Connect ChatGPT, Claude, Grok, or Gemini to the same customers and projects your team works from. Bring your work over from the tools you use today, and take your records with you whenever you like.
“Which quotes over $10K have gone quiet for more than a week?”
ChatGPT read the pipeline and left a follow-up note on two deals.
Connect it once. Then ask it about the work.
Each person connects their own assistant, so every update it makes is recorded under them. You choose what it can see and change, and you can switch assistants without moving a single record.
Copy your workspace address
In Scoped, open Settings, then Agents. Your workspace’s address is there, ready to copy.
Add Scoped to your assistant
Add it as a connector in ChatGPT, Claude, Grok, or Gemini, paste the address, and sign in to Scoped.
Approve what it can do
Pick the workspace and whether the assistant can only read or can also post updates. Then ask it something read-only first.
Working in Codex or Claude Code? The Help Center has the setup steps.
Ask where the work stands before you pick up the phone.
Scoped doesn’t run the AI. The assistant runs in its own app; Scoped is the record it reads and the place its permitted updates land. It doesn’t work on its own, and it never sends anything to your customers.
A connected assistant can
- Tell you where every job or project stands, off the live pipeline rather than someone’s memory.
- Pull up a customer’s history before you call back: past work, open quotes and proposals, the notes someone left.
- Update the next step on the work, change its status, and add a comment the rest of the team sees.
- Find the work that stalled: the quote nobody chased, the project that hasn’t moved in weeks.
You stay in control
- You approve the connection yourself, for one workspace at a time, after reading what it asks for.
- Every request is checked against the access you approved; a read-only connection can’t change anything.
- Every change records the authorizing person and the connection it came through.
- Revoke a connection and future access through it stops at once.
Bring your work in. Take it with you.
Put your assistant on the real work.
Create a free workspace, add a few customers and projects, then connect your assistant and ask it something read-only first.