GPT powered by OpenAI integrates advanced AI capabilities into your CRM workflows. It responds intelligently to triggers and actions, optimising communication processes with contextually relevant responses. It works with platforms including social media, e-commerce, and learning management systems, improving accuracy, efficiency, and adaptability across your business operations.
Setting Workflow
To begin, create a workflow or open an existing one. Add an appropriate Workflow Trigger and the "GPT powered by OpenAI" Action.
Action Name
Update the name of the action to reflect its core purpose.
Model
By default, GPT 5 Mini will be selected. However, you can choose other models by clicking the drop-down menu and selecting your preferred version.
Action Type
If you're not sure which prompt to use, try one of the pre-made action types. The prompt will auto-populate based on your selection. Available options include:
- Analyse Text Sentiment
- Summarise Text
- Translate Content
- Custom
Analyse Text Sentiment
Assess whether the received message has positive or negative intent and take appropriate action based on the analysis. Use custom fields for further customisation of the input text, or start typing directly into the field to modify the input. If you alter the prompt, the action type will automatically update to Custom.
Summarise Text
This will help you shorten any text to the length chosen in the max length field. Use custom fields for further customisation of the input text, or start typing directly into the field to modify the input. If you alter the prompt, the action type will automatically update to Custom.
Translate Content
Select the from and to language for translation. Use custom fields for further customisation of the input text, or start typing directly into the field to modify the input. If you alter the prompt, the action type will automatically update to Custom.
Custom
For custom actions, enter a Prompt by typing in this section or using custom fields so the necessary content can be generated.
Enable History
When enabled, GPT will use insights from previous actions involving the contact to provide more relevant and personalised responses. The history is maintained independently for each contact. Activating "History" will switch to GPT-4 models, which allows for a larger context size.
Five types of history can be stored:
- This Sub Account: Retains all GPT conversations across all workflows within the sub-account.
- This Workflow: Keeps track of all GPT conversations within the specific workflow.
- Per Execution: Stores all GPT conversations within the workflow for a single execution.
- This Step: Remembers all GPT conversations for a specific action across multiple executions.
- Custom: Allows users to create a custom history type for use within the same workflow or across multiple workflows.
Advanced Options
Expand the Advanced Options menu to further customise this action to suit your requirements. This section provides additional settings and configurations to fine-tune the action's behaviour and ensure it meets your needs. Selecting GPT-5, GPT-5 mini, GPT-5 nano, and GPT-5.1 will remove the Advanced Options since they don't allow you to set a temperature.
Temperature
Sampling temperature is a key factor in producing AI text with different degrees of randomness. It operates on a scale from 0 to 1. Setting it higher, say 0.8, yields more varied and unpredictable text. Setting it lower, such as 0.2, creates more consistent and expected outcomes. By modifying the sampling temperature, you can tailor the balance between creativity and predictability in AI-generated content, customising the output to suit your needs and preferences.
System Instructions
You can add additional instructions to give GPT more detailed guidance, improving the specificity and relevance of the output generated by the action.
Exclude Instruction From History
Use this toggle to exclude System Instructions from the history, so they don't affect future interactions or analyses.
Exclude Responses from History
Enabling this option prevents the responses generated by this action from being stored in the history. This is particularly useful for keeping sentiment analysis results or other analytics outputs out of the record.
Output
Once ChatGPT has been configured, the outcomes it generates can be incorporated into subsequent steps within your Workflow. For example, in the SMS Action, click the Tag Icon (Custom Value) within the message box, select GPT from the dropdown, choose #1 GPT powered by OpenAI, and click "Response".
In your process, you would reference these results as {{chatgpt.1.response}}.
Usage Cases with Other Workflow Actions and Triggers
- Social Media Auto-Responder: Use Inbound Webhooks from supported social media platforms to trigger a GPT response. The response can be a general appreciation for every new follower or a direct message.
- Automated Birthday Wishes: Use the "Birthday Reminder" trigger to activate GPT powered by OpenAI to send contacts a standard birthday wish via email or SMS.
- E-Commerce Abandoned Cart Recovery: Use the "Abandoned Checkout" trigger to send clients a GPT-generated reminder email or SMS about their abandoned cart.
- Opportunity Management: Using the "Opportunity Status Changed" trigger, automatically update Google Sheets with new data and send update emails to potential clients via GPT powered by OpenAI.
- Course Completion Certificates: Using the "Product Completion" trigger, GPT powered by OpenAI generates a congratulatory email, SMS, and certificate upon completing a course product.
- Automated Booking Confirmation: Using the "Customer Booked Appointment" trigger, send a GPT-generated confirmation with booking details.
- Post-Purchase Survey: Using the "Payment Received" trigger, send customers a thank you message and post-purchase survey link via GPT powered by OpenAI.
- Form Submission Follow-Up: Use the "Form Submitted" trigger to create a GPT-generated acknowledgement message to clients when they submit a form on your website.
By combining GPT powered by OpenAI with other Workflow actions and Triggers, you can create intelligent, dynamic workflows that automate processes, personalise interactions, and streamline your business operations.
Frequently Asked Questions
Q: Can I customise the behaviour and responses of the GPT powered by OpenAI Action?
- Yes. You can configure the GPT powered by OpenAI Action by setting the desired temperature, which controls the randomness of the generated responses. Higher temperatures produce more creative but less predictable responses; lower temperatures produce more focused and deterministic outputs.
Q: Are there any limitations or considerations when using the GPT powered by OpenAI Action?
- The GPT powered by OpenAI Action relies on the underlying ChatGPT model. The responses it generates may not always be perfect, so it's worth reviewing and validating the output before sending it to customers. Thorough testing and monitoring will help you ensure the quality and accuracy of the generated responses.