---
title: "How To Set Up The ChatGPT Dots Integration In Under 5 Minutes"
description: "Connect your dot to unLocked CRM, set your permissions, and hand it your first job — step by step."
url: https://unlockedcrm.ai/blog/how-to-set-up-chatgpt-dots-unlocked-crm
canonical: https://unlockedcrm.ai/blog/how-to-set-up-chatgpt-dots-unlocked-crm
category: "Product"
published: 2026-10-01
updated: 2026-10-01
last_updated: 2026-10-01
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/how-to-set-up-chatgpt-dots-unlocked-crm
summary: "Setup takes about five minutes: generate an API key in unLocked CRM Settings, connect your dot from ChatGPT, choose read or read-and-write access per record type, then send your dot its first job from…"
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-set-up-chatgpt-dots-unlocked-crm
source: unLocked CRM — AI CRM for insurance agents
---

# How To Set Up The ChatGPT Dots Integration In Under 5 Minutes

## TL;DR

Setup takes about five minutes: generate an API key in unLocked CRM Settings, connect your dot from ChatGPT, choose read or read-and-write access per record type, then send your dot its first job from ChatGPT, Slack, or Teams. Included on Pro and Max.

## Key data points

- Setting up unLocked CRM's your dot integration takes about five minutes and requires an API key from unLocked CRM Settings.

The ChatGPT Dots integration is live on Pro and Max. Here is the whole setup, start to finish.

## 1. Get your API key

In unLocked CRM, open **Settings** and generate an API key for the your dot connection. This key is what your dot uses to reach your account — treat it like a password.

## 2. Connect from ChatGPT

Open ChatGPT and add the unLocked CRM connection. Paste your API key when prompted. Your dot confirms the connection and shows you the record types it can reach.

## 3. Set your permissions

Choose read or read-and-write access per record type. A sensible starting point:

- **Read:** everything — leads, clients, policies, commissions, activities
- **Write:** tasks, appointments, tags, activity logging
- **Approval required:** sending SMS and email, moving pipeline stages, enrolling contacts in workflows

You can loosen or tighten any of these later in unLocked Settings.

## 4. Hand your dot its first job

Start small. From ChatGPT, Slack, or Teams, try:

"Summarize my pipeline: what moved this week, what stalled, and which three opportunities need me today."

Then graduate to a recurring job:

"Every morning, work my uncontacted leads: log a call note, send a first text, and move them to Contacted."

## 5. Set your checkpoints

Tell your dot where to stop and ask. Most agents start with approval required on anything client-facing, then relax it for the jobs they trust.

## That is it

Five minutes, one API key, and your book of business has an assistant that works while you sleep.

[See the ChatGPT Dots integration](/integrations/chatgpt-dots)

## FAQ

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## Related

- https://unlockedcrm.ai/blog/chatgpt-dots-integration-announcement
- https://unlockedcrm.ai/blog/insurance-workflows-to-hand-to-chatgpt-dots
- https://unlockedcrm.ai/blog/chatgpt-dots-permissions-and-guardrails-insurance

---

Source: [How To Set Up The ChatGPT Dots Integration In Under 5 Minutes](https://unlockedcrm.ai/blog/how-to-set-up-chatgpt-dots-unlocked-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-set-up-chatgpt-dots-unlocked-crm.