Ask ChatGPT or Claude about your pipeline

Use the assistant you already have

Superlane does not add a chatbot of its own. It connects to ChatGPT or Claude, so the assistant you already use can work with your live sales data. It is rolling out in stages, one workspace at a time.

Questions you can ask

These are example questions, not recorded answers. What you get back depends on your data and on the AI app you use.

• "What do I need to do today?" It checks overdue tasks, tasks and meetings in the next 24 hours, and conversations waiting for a reply.
• "Which customers are waiting for a reply from us?"
• "Show the deals in the Negotiation stage, with value and owner."
• "Open the deal for [client name] and tell me what happened last."
• "How many new leads came in this month, and from which sources?" (owners and admins)
• "What is our open pipeline worth, stage by stage?" (owners and admins)
• "Add a note to [contact name]: wants a callback after 6 pm."
• "Create a task for me to call [contact name] tomorrow at 11 am."
• "Move the [client name] deal to Negotiation."
• "Draft an email to [contact name] confirming Saturday's site visit." (owners and admins)

Answers list a limited number of records, with the total, so focused questions work better than "show me everything".

What the assistant can do

The assistant works as the person who connected it, with the same permissions and the same records in view. A salesperson's assistant sees that salesperson's leads, not the whole company's.

• Look things up: contacts, deals, tasks, meetings and conversations waiting for a reply. Owners and admins also get dashboard numbers, and people with billing access can look up clients and invoices.
• Make small changes in one step: add a lead or a note, and create or complete a task. It can also update a contact's status or tags, or a deal's title, value or close date.
• Make bigger changes once you confirm: move a deal to another stage, or book or move a meeting. People who can see every record can also give a contact or task to someone else.
• Draft customer messages for your approval: one email, or one approved WhatsApp template, to one contact.

Before it adds a lead, it checks whether a contact you can see already has that phone number or email. WhatsApp drafts need a connected number, and connecting WhatsApp numbers for new workspaces waits on Meta's app review.

What it cannot do

• Delete anything, export your data or change many records at once.
• Change a contact's consent to receive messages.
• Read full chat histories. It sees only the latest message in a conversation that is waiting for a reply.
• Send a free-text WhatsApp message. WhatsApp drafts must use one of your approved templates.
• Book a meeting on a calendar that is synced with Google Calendar.

How approvals work

Each kind of action has its own level of control.

1. Small changes happen at once, and each one is recorded in Superlane's audit log.
2. Bigger changes start with a preview in ChatGPT or Claude. Nothing changes until you say yes, and that yes works once, for a short time, for that exact change.
3. Customer messages are only drafted. The draft waits on an approvals page inside Superlane, where the person who asked reads the exact message and approves or rejects it.

Approving sends the message once, and no setting in the AI app can skip this step. Drafts expire after 30 minutes, and each connection has an hourly and a daily limit on messages.

Sending is off by default until an owner or admin turns it on. Email drafts are open only to people who can see every record, such as owners and admins.

Moving a deal can trigger what that stage is set to do, such as sending its automatic email. Read the preview before you confirm.

Who can connect, and what is logged

Owners and admins switch the feature on in Superlane's settings. They choose which roles may connect, which kinds of action are allowed, and whether ChatGPT, Claude or both may be used.

By default, admins, team leads and salespeople can connect. Viewers can connect only if an owner or admin allows it, and then they can only read.

Every call the assistant makes is logged. Owners and admins see each connection and its recent activity, and the log records what was done, not your customers' details.

What the assistant reads is sent to ChatGPT or Claude so it can answer you, under your own account there. Anyone can disconnect their own app at once, and owners and admins can disconnect anyone's.

Setting it up

1. An owner or admin switches it on in Superlane's settings.
2. Each person adds Superlane to Claude or ChatGPT as a custom connector, using the address shown in those settings.
3. They sign in to Superlane, pick the workspace and approve what the app may do.

Superlane connects through MCP, the open standard for linking AI apps to other software. Read what an MCP server is and what to check before you connect one.

During the rollout, we switch the feature on for each workspace ourselves. Every new business gets a 14-day free trial, starting when its workspace is ready. To try Superlane early, join the waitlist.