Before you begin
Choose one workflow and the AI app or API client that will run it. Use a real task such as research, customer support, coding, reporting, or an internal operation.
- 01Create the company workspace
Name the workspace and invite its administrators and members.
- 02Choose a connection type
Connect an existing AI app to tools and knowledge, or connect software to company models.
- 03Run it and inspect the outcome
Confirm resource access, then review activity, applicable spend, and blocked actions.
Connection paths
Connect an existing AI app
Use Claude, Codex, OpenClaw, Hermes, or another supported host.
- Approve a tool or skill for the workflow
- Add or review trusted company knowledge
- Follow the app recipe in Connections
- Keep using the model supplied by that app
- See ChatGPT’s current workspace-plugin availability in its recipe
Connect software to company models
Use an app, agent, or automated workload.
- Assign models to Smart, Fast, and Low cost
- Add a custom alias when a workload needs one
- Create a separately revocable model API connection
- Call the stable alias through the company gateway
Verification checklist
- Complete one real task through the workspace.
- Confirm that the required resources were available.
- Confirm that the activity appears in the dashboard.
- Review any blocked action or unexpected model route.