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AI models

Genipy and the OpenAI API

Lead scoring, thread summaries and outreach drafts from OpenAI models, through the OpenAI API, built into the internal tools your team opens daily on Genipy.

About

What is the OpenAI API?

OpenAI is the company behind ChatGPT. It also offers an API: a way for a program, rather than a person, to send a request to its models and get an answer back. Companies use it inside their own software to summarize long emails, sort leads or draft messages. Where it falls short for a team: the API has nothing a rep can click on, which is why many reps fall back on ChatGPT, where each one words the request differently and the answer stays in a chat, outside your sales process. A dedicated internal tool sends the same request every time and puts the result where the team works, in a consistent format.

Use cases

What you can do

  • Score and summarize inbound leads against your criteria, so reps start with the ones most likely to buy.
  • Draft personalized outreach for each prospect, which the rep reviews and edits before anything is sent.
  • Summarize long email threads before a renewal call, so the owner walks in knowing what was promised.
  • Extract fields such as company name, term and amount from order forms, ready for a deal desk to check.
  • Classify win/loss notes by reason, so sales managers can see what is costing the team deals.

Setup

How it works

Your workspace admin adds an OpenAI API key once, on Genipy’s Integrations page. Genipy checks it with OpenAI before saving the connection, and the admin picks the tools allowed to use it. Your team never deals with the key or the API: the internal tool sends the requests behind the scenes. Ask your AI for a tool, for example: “Build a tool where a rep pastes an email thread and gets a short summary, open questions and what we promised the customer, written by an OpenAI model.” When it’s ready, you click Publish. Every version passes automatic checks before your team can open it. Then you invite teammates by email, each with a role: Viewer, Editor or Owner.

Questions

Genipy and the OpenAI API FAQ

What teams ask before they connect the OpenAI API. Can’t find yours? We’ll answer in a demo.

Who’s behind Genipy

  • Christopher LafayChristopher LafayCo-founder & CTO · Has been coding since he was 9.LinkedIn
  • Alexandre ReynalAlexandre ReynalCo-founder & CEO · Had the ideas but not the technical skills to build them.LinkedIn

They built Genipy so you can put your ideas to work securely, without writing code. Ask them anything in a 30-minute demo.

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01What can a team build with the OpenAI API in Genipy?

Reps use it to score and summarize inbound leads, draft outreach for review, summarize email threads before a renewal call, extract fields from order forms and classify win/loss notes. Someone on the team asks their AI for the tool, then clicks Publish.

02Why use Genipy with the OpenAI API instead of ChatGPT?

In ChatGPT, each rep words the request differently and the answer stays in a chat, outside your sales process. A Genipy tool sends the same request every time, from a screen made for the job, and returns the result in the same format for every rep.

03What does a Genipy tool send to OpenAI and get back?

Whatever a rep pastes or enters, such as an email thread or an order form, goes to an OpenAI model along with the instructions written into the tool. The model returns a score, a summary, extracted fields or a draft for the rep to check before using it. The tool can also save results in its own database.

04Does each rep need an OpenAI API key?

No. One OpenAI API key covers the team. A workspace admin enters it once on Genipy’s Integrations page, Genipy confirms with OpenAI that it works, and the admin picks the tools allowed to use it. Genipy gives your AI the setup link.

05Who can see and do what in a tool that calls OpenAI?

Only the people you invite by email can open the tool, since every tool is private by default. A Viewer can read what the tool shows, while sending a request to an OpenAI model takes an Editor or an Owner, and the server enforces those roles. If an admin removes the tool’s access to the OpenAI connection, its next calls stop right away.

06Who can see our OpenAI key?

Not your team. Genipy keeps the key encrypted on its servers, so it stays out of the tool’s code, out of your conversation with your AI and off every screen of the tool. Calls reach OpenAI only through Genipy, which allows only OpenAI operations. Disconnecting the account deletes the stored key.

07Is our pipeline data used to train OpenAI models?

Not by default. OpenAI’s documentation says data sent to its API is not used to train or improve its models unless you explicitly opt in. Abuse monitoring logs are kept for up to 30 days, longer if the law requires it or to protect its services or others from harm. Zero data retention needs OpenAI’s prior approval.

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Share your next tool with your whole team.

Your AI builds the tool. Genipy checks it, puts it online and shares it with the right people.

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