How do I connect my AI assistant to ShoSoft?
ShoSoft works with ChatGPT, Claude, Gemini or any assistant you already use that accepts a connection link. Your assistant signs in as you, so it can only do what you can do in ShoSoft.
Steps
- In ShoSoft, open your profile and choose AI connections.
- Click Connect an assistant and pick Claude, ChatGPT, Gemini or another assistant.
- Follow the steps ShoSoft shows. For Claude, click Add ShoSoft to Claude and Claude opens with ShoSoft already filled in. For the others, copy your connection link and paste it where the assistant asks.
- A ShoSoft window opens. Sign in, choose what the assistant may do, then click Allow.
- In a chat, turn ShoSoft on. In Claude, click + and then Connectors. In ChatGPT and Gemini, type @ and pick ShoSoft.
On Claude Team and Enterprise, an owner adds ShoSoft once in Organization settings, Connectors, and each person then clicks Connect. On ChatGPT Business and Enterprise, an admin adds it for the workspace.
What can my assistant do on my plan?
- Enterprise lets your assistant look things up and make changes for you, like adding tasks, building a quote or putting a hold on a space.
- Essentials and Professional let your assistant look things up, like what is booked next week or what is still owed on an event.
- Free does not include AI connections.
Your assistant's own plan matters too. ChatGPT Plus and Pro connect with read-only access, so changes through ChatGPT need ChatGPT Business or Enterprise. Claude works on every Claude plan, and Gemini needs a personal Google account in the US.
During your free trial your assistant can look things up and make changes. It also sees only the parts of ShoSoft your plan includes, so it can work with tasks only on plans with project and task management. Compare plans.
How do I see or undo what my assistant changed?
Every change an assistant makes is logged under AI connections with what it changed. You, an owner or an admin can put most changes back with Restore in the activity list. Sent emails can't be unsent.
What will my assistant never do?
- Do more than your own ShoSoft permissions allow
- See another ShoSoft customer's data
- Change your password, plan or payment details, charge a card or send payouts
- Send account invites
- Email anyone other than your team and your clients' contacts
Before your assistant emails a client, deletes a record or logs a payment, it shows you a preview and waits for your OK.
How do I disconnect an assistant?
Open your profile, choose AI connections and disconnect it. Owners and admins see every connection in the venue under Venue settings, AI connections, and can switch AI connections off for everyone.
