⚡ One-click install
Checked install pages (app stores, official sites and template pages): tap to get it straight away.
🧰 Before you start
- A ChatGPT plan that includes dots: Pro, Business Premium or Enterprise (Enterprise admins must switch it on)
- The ChatGPT desktop app, the ChatGPT phone app or ChatGPT in a desktop browser (phone browsers are not supported)
- You must be 18 or over; dots are still rolling out, so it may not appear on every account yet
- The email and chat accounts you use for each client
🪜 Step by step
- 1☐
Create your dot
Open ChatGPT and choose dots (on the desktop app, a desktop browser or the phone app). Follow the short introduction, give your dot a name and pick how it looks. You can keep the defaults.
- 2☐
Connect your message apps
Connect your email through plugins, and add Slack or Teams from your dot's profile (select Add). Note: connecting a chat app does not give it your inbox; each is a separate permission.
- 3☐
Explain your clients
Use the 'Client triage' prompt below to list each client, who matters there, and what counts as urgent.
- 4☐
Start on 'drafts only'
Tell it never to send anything without your OK for the first few weeks.
- 5☐
Read the triage twice a day
Ask for a morning and afternoon summary. Check that nothing important landed in 'FYI'.
- 6☐
Teach it your answers
When you rewrite a draft, tell it why. Over time, let it handle routine replies you approve as a rule, e.g. 'confirm meeting times'.
➕ Extra step: hidden in 🐣 Beginner mode
💬 Copy-paste prompts
Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.
I work with these clients: [Client A – key people – what they usually need], [Client B – …], [Client C – …]. Read my [email accounts] and [Teams/Slack] for messages from them. Sort each into: URGENT (a deadline today, a complaint, money, legal), TODAY, or FYI. At [9 a.m.] and [3 p.m.] send me a short list per client. For URGENT, message me straight away. Draft replies for the TODAY items and wait for my approval. Never send, delete or forward anything without asking.
⚠️ Tips & common mistakes
- Some users found dots slow or buggy in the first weeks after launch; keep a human eye on it.
- Keep client confidentiality in mind: check your contracts allow an AI assistant to read client messages.
- Use 'urgent' rules that are specific, e.g. 'any mention of termination, penalty or overdue'.