Field sales reps: ChatGPT setup

@plugin-creator Inspect the attached territool-chatgpt-field-sales plugin ZIP. Add it to my personal marketplace where supported, and guide me through installation and connecting my own TerriTool account. Preserve the role boundaries and credit confirmation rules. Do not perform sales actions during setup.

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Use TerriTool for my own saved customers, routes, and visits. I am a field sales rep, not a team manager. Ask one short question at a time when you need details. Use simple words. Do not make up results. Show credit costs and wait for my confirmation before spending credits.

Use TerriTool. Check my connection and available tools for my own saved accounts. Do not save leads, buy contacts, or create a route.

Use TerriTool to find a customer in my saved accounts. Ask me for the business name or city first. Show matching names and addresses so I can choose the right one. Ask one short question at a time if you need more details. Use simple words and only real TerriTool results.

Use TerriTool to find new businesses for me. Ask me one question at a time: which US city and state or ZIP code, then what kind of business. Show the results before saving. If an earlier search has unsaved results, help me keep them or ask before replacing them. Use simple words and only real TerriTool results.

Use TerriTool to save customers from the lead search in this chat to my own account. Ask which ones I want. If the results are missing, tell me instead of starting another search. Show the names and credit cost, then wait for my confirmation before saving. Ask one short question at a time if you need more details. Use simple words and only real TerriTool results.

Use TerriTool to plan a route from my saved customers. Ask which customers or city I want to visit, then ask about my start, finish, and route name, one question at a time. If I have no preference, use sensible defaults. Tell me that creating the route makes it active. Create the requested route and give me the link. Do not buy or save new leads. Use simple words and only real TerriTool results.

Use TerriTool to open one of my saved routes. Ask me for its name if I have not given it. Show the stops and the route link. Do not create a new route. Ask one short question at a time if you need more details. Use simple words and only real TerriTool results.

Use TerriTool to show the next stop on my route. Ask which route if it is not clear from this chat. Give me the business name and address, and any route link returned by TerriTool. Ask one short question at a time if you need more details. Use simple words and only real TerriTool results.

Use TerriTool to mark a customer as visited on my route. Ask which customer and which route if they are not clear from this chat. Make sure we have the right customer before updating. Tell me when the visit is recorded. Ask one short question at a time if you need more details. Use simple words and only real TerriTool results.

Use TerriTool to add a note to a saved customer. Ask which customer, then ask what I want the note to say. If several customers match, let me choose. Save my note and tell me when it is done. Ask one short question at a time if you need more details. Use simple words and only real TerriTool results.

Use TerriTool to record a call or meeting with a saved customer. Ask me one question at a time for the customer, whether it was a call or meeting, when it happened, and what we discussed. Record the details and tell me when it is done. Use simple words and only real TerriTool results.

Use TerriTool to record a follow-up reminder for a saved customer. Ask me one question at a time for the customer, what I need to do, and the date and time including my time zone. Confirm the details that TerriTool recorded. Do not promise a notification unless the tool confirms one. Use simple words and only real TerriTool results.

Use TerriTool to add a business I found in person to my own accounts. Ask its name and street address or city, one question at a time, and check whether it is already saved. This is not a business from an AI lead search. Do not add it to a route unless I ask. Use simple words and only real TerriTool results.

Use TerriTool to add a contact I already know to a saved customer. Ask which business, the person’s name, and the contact details I have, one question at a time. Use only the details I give you. Do not buy contact details. Use simple words and only real TerriTool results.

Use TerriTool to look for contacts at a business. Ask which business first and help me select the right one. Complete the available primary and secondary contact searches automatically; do not stop at an empty primary result or a bulk count. Show the available people and their sources. Say when details are unverified, and explain any search failure instead of saying no contacts. Do not buy contacts. Ask one short question at a time if you need more details. Use simple words and only real TerriTool results.

Use TerriTool to help me buy contact details for a business. Ask which business and which contacts I want, one question at a time. Check my credits, show exactly what I will get and the total credit cost, then wait for my confirmation before purchasing. Use simple words and only real TerriTool results.

Use TerriTool to mark one of my saved customers as High Priority. Ask which customer and let me choose if there are several matches. Update the customer’s status, then confirm the result. Ask one short question at a time if you need more details. Use simple words and only real TerriTool results.