Sales
Practical workflows for sales
The Sales plugin helps you level up your Codex usage as a sales person or account director, keeping you focused on what's important and taking simple tasks off your plate. You'll find skills to help with meeting preparation and follow-up, forecasting and account preparation, and more. To get the most from this plugin, you should have CRM access enabled, but it will also be valuable if you have meeting transcripts, internal messaging, email, and calendar plugins installed.
应用
Share work and pull context
Microsoft Teams 工作聊天与协作：搜索消息、总结对话串、发送回复、管理 Planner 任务。
Smart meeting insights from Zoom
Find sales insights
Add your meeting context
Search meeting transcripts
Search meetings from Otter.ai
Sales insights to close deals
Insights to action in HubSpot
Close CRM for ChatGPT
B2B data and GTM insights
GTM Data and Functions
Prospect intelligence for sale
Query sales data
Find buyers and close deals
Per-Account Agents for GTM
Manage prospecting
用于工作沟通的 Microsoft Outlook 电子邮箱：搜索邮件、总结对话串、起草回复、管理跟进。
AI Agents for Revenue Teams
Create docs, tasks, databases
使用 Google Docs、Sheets 和 Slides
Microsoft SharePoint 文档站点和 OneDrive 文件：查找内容、总结文档、管理文件夹、分享资源。
用于安排工作的 Microsoft Outlook 日历：查看空闲时间、安排会议、创建日程、管理邀请。
Manage bookings & availability
Manage projects, tasks & CRM
Manage contracts from ChatGPT
技能
信息
- 功能
- Interactive, Read, Write
- 开发者
- OpenAI
- 类别
- Business & Operations
- 版本
- 1.1.0-alpha.2