Your account & team
- Connect Claude or ChatGPT to your businessHow to connect an AI assistant to Business Ops so you can look up people and opportunities — and add contacts and notes — just by asking. Step-by-step for Claude and ChatGPT.
- Deleting your accountWhat deleting your account removes, how to export your data first, the 7-day recovery window, and how pausing differs from deleting.
- Inviting a team memberHow to invite a teammate to your workspace, the difference between Admin and Member, and how seats work with your plan.