OpenAI + Coeffection
Connect OpenAI to power the Coeffection AI Assistant with GPT models. Use GPT to summarize contact timelines, draft emails, analyze pipeline health, and automate routine CRM tasks with natural language.
Everything you get with OpenAI
4 powerful features, seamlessly integrated
AI Assistant
Chat with GPT models directly inside Coeffection. Ask questions about your pipeline, get contact summaries, and request follow-up recommendations.
Timeline Summarization
GPT reads a contact's full activity timeline and produces a concise summary of the relationship history and next best actions.
Email Drafting
Generate personalized outreach emails based on contact data, recent activities, and deal stage. Edit before sending.
Pipeline Analysis
Ask natural language questions about your pipeline — deal velocity, at-risk opportunities, forecasting — and get instant answers.
Setup in minutes
Bring your own API key — connect and go
- 1
Go to platform.openai.com and create an OpenAI account.
- 2
Navigate to API Keys and generate a new secret key.
- 3
Return to Coeffection, click Connect on this card, and paste your OpenAI API key.
- 4
The AI Assistant will use your key to power GPT-based features.
Bring Your Own API Key
Connect OpenAI using your own account and credentials. No middleman, no markup — you maintain full control and ownership of your integration.
Paste your API key from the provider dashboard. Keys are encrypted at rest and never leave your tenant.
Your Keys, Your Control
Credentials never leave your tenant. Encrypted at rest with AES-256.
Zero Markup
Pay the provider directly at their published rates. No Coeffection surcharge.
Enterprise Security
SOC 2 compliant credential storage with automatic key rotation support.