Best Practices for Using Clay App in ChatGPT Explained | Clay

Best Practices for Using Clay App in ChatGPT Explained | Clay

Clay Support
APP
·
·
Clay Account Required: Yes, users need to sign into their Clay account when prompted in ChatGPT to use the feature.
Credit Management: All users get 500 bonus credits to test Clay in ChatGPT. After that, credits come from your paid plan at 20-100 credits per use. To limit usage:
• Use conditional runs to enrich only qualified leads [1]
• Filter prospects by criteria before enriching [2]
• Test on small batches first
Salesforce Integration: Clay has CRM integrations available on Pro+ plans, [3] but I'd recommend trying our built-in AI tool Sculptor (top-right corner) to help set up your Salesforce workflow. Let me know if Sculptor helps or if you need more specific guidance!
Clay Support
APP
·
·
Is that what you were looking for?
Allister P.
·
·
Not quite - so each enrichment will cost 20-100 credits when using the ChatGPT feature?
Allister P.
·
·
Is there a way to limit the credit usage per user then ?
Clay Support
APP
·
·
Yes, each ChatGPT enrichment typically costs 20-100 credits.
For per-user credit limits: Only workspace admins can set credit spend limits on workbooks and tables (Enterprise plan feature). [1] You could create separate workbooks for each user with individual credit limits to control their usage. [2]
Alternatively, consider disabling auto-update features and having users manually run enrichments to better control credit consumption.
Clay Support
APP
·
·
Is that what you were looking for?
Allister P.
·
·
How do I know which table or workspace the ChatGPT is connected to ?
Clay Support
APP
·
·
The ChatGPT integration doesn't automatically connect to a specific table or workspace. When you use Clay in ChatGPT, it creates new tables in your Clay workspace based on your requests. [1]
Our built-in AI tool Sculptor works similarly - it can help you build tables and workflows through conversational AI, and you can access it from your homepage or within any existing table. [2]
Have you tried using Sculptor in Clay to see how it handles table creation, or are you looking to connect ChatGPT to an existing specific table?
Allister P.
·
·
human help please
Clay Support
APP
·
·
I understand you'd like human help, so I’m routing you to one of our team members who can assist further.
Clay Support
APP
·
·
Our support team has got your message and we'll get back to you soon!
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
image.png(93 kB)
LuisArturo
·
·
Hey there Allister thanks for reaching out, are you still looking to see how tables are connected to ChatGPT?
Allister P.
·
·
Hey LuisArturo - yes and hoping for some answers to these questions
1.
What is the best way to limit credit usage if I enable this to everyone in our sales org?
2.
Is there a way to somehow trigger a clay table to push the found prospect into our salesforce instance ?
Allister P.
·
·
I want to enable this feature for my sales team but need to figure out how to limit credit usage per user
Allister P.
·
·
And also how would I know which tables the chatGPT are connected to per user?