Sales

Prepare account work and customer follow-up.

Capabilities: Interactive, Read, Write
Category: Operations
Developer: OpenAI
Website: (opens in a new window)

How it works

Use Sales in ChatGPT to prepare account plans, meeting briefs, outreach, follow-ups, and pipeline summaries from available context so teams can move faster across the customer lifecycle.

What else can you do?

Prepare customer context faster
Sales Build an account plan for [customer] with goals, stakeholders, open opportunities, risks, proof points, and next-best actions.
Try in ChatGPT Work(opens in a new window)
Improve follow-up quality
Sales Turn these meeting notes into a customer-ready follow-up email plus an internal summary with owners and deadlines.
Try in ChatGPT Work(opens in a new window)
Strengthen pipeline oversight
Sales Review my pipeline for this month and identify the deals most at risk, why they matter, and what I should do next.
Try in ChatGPT Work(opens in a new window)

What’s included

Apps

Slack
Microsoft Teams
Zoom
Zoom Revenue Accelerator
Granola
Fireflies
Otter.ai
Agentforce Sales
20 more

Skills

Analyze Account Signals
Build Business Case
Build Competitive Brief
Executive and Seller Dashboard Demo
Enrich Company And Contact Data
Find Customer Quotes
Find Key Internal Sources
Follow Up After Call
10 more

Resources

Add plugins in a few clicks

Browse for plugins that support your team’s tools and tasks.

ChatGPT plugin directory showing Google Drive, Slack, and Google Calendar.

Install the plugin, then follow the prompts to review permissions and connect any required apps.

Start a new chat in ChatGPT Work or Codex, describe the result you need, and ask it to use plugins.

Availability depends on the plugin, your plan, and workspace settings. Some connections require admin setup or approval. Contact your workspace admin if access is blocked.

View the setup guide