Managers: ChatGPT setup
For ChatGPT Work or a personal workspace. Use your own TerriTool manager account.
01Get TerriTool ready
If TerriTool is already connected, go straight to the task prompts. Otherwise, ask your workspace administrator to help with this one-time setup.
Optional setup files
You do not need to open these files to use the task prompts. The plugin already includes role guidance.
02Install the plugin
ChatGPT Work. In a new conversation, attach the plugin ZIP and paste this request:
@plugin-creator Inspect the attached territool-chatgpt-managers 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.
Codex. Replace @plugin-creator with $plugin-creator. Review the setup, install from the configured marketplace, and start a new conversation.
If local plugins are unavailable, use your workspace administrator’s installation process. Where custom MCP connections are enabled, you can also connect the URL below directly and use the task prompts on this page.
03Connect TerriTool
Sign in as yourself. Follow the connection prompt and use your own TerriTool account.
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The connection must use the same environment as the downloaded plugin.
Custom MCP connection. Use the server URL above and select OAuth. Availability depends on your ChatGPT account and workspace settings.
04Set up your Project
Creating your first Project? Follow the Project creation walkthrough with screenshots for ChatGPT or Codex desktop, then return here to copy your introduction.
- Create a Project named TerriTool — Manager.
- Start a chat in that Project and select TerriTool as shown in step 5.
- Copy the introduction below, paste it into that chat, and send it once.
Use TerriTool to help me manage my field sales team. Use only active reps in my actual team. 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.
No knowledge file to open. For day-to-day work, choose a task below, copy its prompt, paste it into your connected TerriTool chat, and answer the questions.
Optional Project instructions
A manager can paste these into Project instructions to keep the role guidance across chats.
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05Use MCP in your Project chat
- In ChatGPT, open TerriTool — Manager from your Projects.
- Start a new chat inside that Project after installing and connecting TerriTool. Use Chat or Work where your installed plugin is available.
- In the message box, type
@, search for TerriTool, and select your connected TerriTool plugin from the suggestions. The name may match the connection name you chose in step 3. - Keep that plugin selected and enter the connection-check request in step 6. Review any tool permission prompt for the requested action.
Select the plugin in the chat. Uploading Project files or pasting an MCP URL into a message does not connect TerriTool. Choose the actual installed plugin from the @ suggestions before sending your request.
For each new Project chat, select TerriTool again when you want to explicitly use its tools. ChatGPT may also choose installed tools automatically for a relevant request.
TerriTool does not appear, or the chat cannot use its tools
- Check that you are in the same ChatGPT workspace where you installed TerriTool.
- Open Plugins, find your installed TerriTool connection, and complete sign-in if requested.
- Return to this Project and start a new chat, then try selecting TerriTool again.
- If your workspace blocks the plugin or this chat mode does not offer it, ask your workspace administrator to enable the supported connection. Project instructions alone cannot provide MCP access.
Reference: Using installed plugins · Project chats
06Check and use the connection
In the Project chat with TerriTool selected, send this request:
Use TerriTool. List my active team members and confirm which manager tools are available. Do not save leads, assign accounts, or publish routes.
Confirm that the expected team members and manager tools are available before starting work. Look for a TerriTool tool call and its returned result, rather than only a reply saying it is connected. If the chat reports no available tools or an authentication error, return to step 5.
Once the check succeeds, choose your task below. Copy its prompt and paste it into this chat.
Review any credit preview before confirming a lead save or contact purchase. Request route creation only when you are ready to publish the route.
07What do you need to do?
1. Copy a prompt. 2. Paste it into your TerriTool chat. 3. Press Send. ChatGPT will ask for the details it needs. You do not need to edit the prompt or open a file.
Use these after TerriTool is connected and selected in your chat. Pick one task at a time. If ChatGPT says it cannot access TerriTool, return to step 5.
See my team
Use TerriTool to list my active field sales reps. Show their names and available account details. Use only my actual team, and do not change anything. Ask one short question at a time if you need more details. Use simple words and only real TerriTool results.
Find leads for my team
Use TerriTool to find new leads for my team. Ask me one question at a time for the US city and state or ZIP code, business type, and whether this is for a particular rep. Show the results before saving or assigning. If earlier search results are unsaved, ask what to keep before replacing them. Use simple words and only real TerriTool results.
Share leads between my reps
Use TerriTool to propose how to divide the leads from the current search among my active reps. Ask about any territory rules first. Show each lead, proposed rep, reason, and credit cost. Leave uncertain assignments unassigned. Do not save or assign anything until I approve the plan and each required save preview. Ask one short question at a time if you need more details. Use simple words and only real TerriTool results.
Save leads to one rep
Use TerriTool to save selected leads from the current search to one of my active reps. Ask which rep and which leads, one question at a time. Show the rep’s name and email, the lead names, and total credits. Wait for my confirmation before saving. Do not save them to my own account unless I ask. Use simple words and only real TerriTool results.
Build a route for a rep
Use TerriTool to create a route for one of my active reps using their saved customers. Ask which rep, which customers or city, and their start, finish, and route name, one question at a time. Explain that creating the route makes it active. Create the requested route and return its link. Do not save new leads. Use simple words and only real TerriTool results.
Check a rep’s customers
Use TerriTool to show the saved customers for one of my active reps. Ask which rep and whether I want a particular city or business. Show the matching accounts without changing them. Ask one short question at a time if you need more details. Use simple words and only real TerriTool results.
Review my team’s results
Use TerriTool to show my team’s results. Ask whether I want this week, month, or quarter. Use actual data for visits, activity, accounts added, contacts, routes, and lists. Explain the results in plain language and say when information is missing. Ask one short question at a time if you need more details. Use simple words and only real TerriTool results.
Review team activity
Use TerriTool to review my team’s activity. Ask which time period and whether I want the whole team or one active rep. Summarize the recorded activity and identify missing information. Do not infer performance from missing records or change anything. Ask one short question at a time if you need more details. Use simple words and only real TerriTool results.