Connect the Book to ChatGPT in two minutes

The Book doesn't have an app to learn. It plugs into the chat you already use. Here's the ChatGPT setup, start to finish — most people are done inside two minutes.

Step one: open your Book settings and copy your connector link. It's one URL, unique to you, and it's how ChatGPT finds your CRM.

One URL, two permissions, zero forms.

Step two: in ChatGPT, open Settings → Connectors → Add, and paste the link. Approve the two permissions — read records, file records. That's the whole handshake.

Step three: try it. Say "Met Priya Anand at London Tech Week, she's a partner at Helix, Marcus introduced us." Watch the records come back filed: a person, a context, a connection.

The same connector works in Claude, Gemini and Copilot — one Book underneath, whichever chat is on top. Guides for each live here in the Manual.