Setup guides

AI agents for sales teams on ChatGPT Dots: move leads from intake to follow-up with less manual work.

Pipelines die quietly: leads uncleaned, follow-ups late, stages stale. These ready-made AI agents keep the records clean and the drafts ready. Your reps keep the conversations.

The ready-made AI agents, on ChatGPT Dots

Lead Intake Agent for ChatGPT Dots

It cleans and deduplicates new leads into a single sheet - lead, company, source, duplicate status, owner - so reps start on selling, not spreadsheet hygiene.

Setup guide →

Outreach Agent for ChatGPT Dots

It drafts evidence-based first-touch emails for your approved leads, each showing the evidence it used, with a CTA and an approval status.

Setup guide →

Qualification Agent for ChatGPT Dots

It applies your approved rubric to each lead's evidence and prepares the decision, criterion by criterion, with unknowns marked instead of guessed.

Setup guide →

Follow Up Pipeline Agent for ChatGPT Dots

It reads replies and activity, drafts the follow-ups that are due and proposes pipeline stage changes, each with evidence and an approval status.

Setup guide →

How setup works on ChatGPT Dots

Give skill.md, setup-prompt.txt and usage-prompt.txt to your dot as reference instructions it can read. Ask it to restate the job and output contract, then run the setup prompt on fictional data. Review the result before connecting real records. Text instructions do not install a plugin or grant access. OpenAI says local skills require a connected computer, online with the ChatGPT app open.

Honest limits

Dots access is rolling out gradually on eligible plans and accounts. Create your dot on desktop first; mobile web is not supported. Plugins, messaging channels and computer access are separate. Check the connected account and permitted actions. Built-in safeguards and automatic action review apply; custom rules do not override them. This is a documentation-based guide, not a live Dots account test.

Questions people ask

How do I start these profession workflows?

Choose one of the four original packs above, read its instructions and run its fictional test. Then confirm the correct account and source access before a preparation-only run.

Is this affiliated with OpenAI?

No. AI Agent Skills is independent of OpenAI.

Checked September 30, 2026 by the AI Agent Skills team. Independent of OpenAI. Exact assistant-by-job monthly search volume is unverified. Sources: Meet dots and access, Computers and apps, Controls, OpenAI safety FAQ.