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.

