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Integrate Customgpt with your AI CRM

CustomGPT.ai is a platform that enables users to create and integrate AI-powered chatbots tailored to their specific data and requirements.

Explore Triggers and Actions

Activate Persona Version

Restore a previous persona version for a CustomGPT agent. Activates a previous persona version, making it the current active persona. This creates a new version entry in the history (it doesn't overwrite), preserving the full audit trail. Use this to roll back to a known-good configuration. Requires Custom plan.

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Add Source to Project

Add a data source to a CustomGPT agent's knowledge base using a sitemap URL or file upload. Use this to add documentation, FAQs, or other knowledge content to an agent.

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Clone CustomGPT Project

Tool to clone a CustomGPT agent (project). Creates a complete copy of an existing agent, including its knowledge base, persona, and settings. Use this to create variations of an agent for testing, or to use an existing agent as a template for a new one.

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Create Conversation

Tool to create a new conversation session for a CustomGPT agent. Use this when starting a new chat interaction - it returns a session ID that you'll use to send messages. Optionally provide a name to help identify the conversation later.

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Create CustomGPT Project

Create a new CustomGPT agent from either a sitemap URL or a file upload. Exactly one source must be provided; the agent processes the content to build its knowledge base.

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Delete CustomGPT Project

Tool to delete a CustomGPT project by ID. Use when you need to permanently remove an existing agent after confirming the ID.

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Delete CustomGPT Project License

Delete a license from a CustomGPT project or agent using its numeric project ID and license ID. The operation succeeds if the license is already absent.

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Delete CustomGPT Source

Tool to delete a data source from a CustomGPT agent. Removes the source and all its documents from the agent's knowledge base. Use this to disconnect content that's no longer relevant or to clean up after testing.

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Delete Page from Agent

Tool to delete a document from a CustomGPT agent's knowledge base. Permanently removes a document and the agent will no longer reference this content when answering questions. Use this to remove outdated or incorrect information. Warning: This action cannot be undone.

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Export Leads

Export leads from a CustomGPT project. Returns lead information captured from conversations including email addresses, names, phone numbers, and custom fields. Supports pagination and date range filtering. Use this to sync leads with CRM or marketing tools.

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Get Agent Plugins

Retrieves plugin details for a specific CustomGPT agent, including configuration, status, and metadata. HTTP errors may be returned in the response rather than raised.

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Get Agent Statistics

Get usage and document statistics for a CustomGPT agent, including query counts, credits used, and pages found, crawled, and indexed.

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Get Analytics Chart Data

Tool to retrieve analytics chart data for a CustomGPT project. Returns time-series data formatted for charts, with daily or weekly breakdowns of key metrics including conversation counts, query counts, and queries-per-conversation ratios. Use this to generate usage reports, track project engagement over time, or visualize chatbot performance trends.

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Get Conversation Analytics

Tool to get conversation analytics for a CustomGPT project. Returns conversation metrics including total conversations, average queries per conversation, and other engagement statistics. Use this to understand how users engage with your agent and analyze conversation patterns over time.

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Get Current User Profile

Tool to retrieve the current user's profile information. Use when you need to display or verify authenticated user details after login.

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Get Customer Intelligence Report

Tool to get customer intelligence for a CustomGPT project. Returns AI-analyzed insights about users including common intents, emotional sentiment, frequently discussed topics, and emerging trends. Use this to understand what users are asking about and identify patterns in user behavior.

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Get CustomGPT Project

Get details for a specific CustomGPT agent, including its status and metadata such as ownership, sharing, sitemap, and embed information.

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Get Message

Tool to get message details from a CustomGPT conversation. Returns the complete details for a single message, including the user's prompt, the agent's response, timestamps, citations, and any attached metadata.

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Get Message Trust Score

Retrieves verification trust assessment data for a message in a CustomGPT conversation. The result can include an overall status and stakeholder evaluations; trust data may be absent.

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Get Page Metadata

Tool to get document metadata including title, source URL, word count, and custom metadata fields. Use this to display document information or manage your knowledge base.

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Get Project License

Retrieve a license for a specific CustomGPT project by license ID. HTTP error responses may be returned as response data rather than raised as errors.

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Get Project Settings

Retrieves configuration settings for a CustomGPT agent, including avatar, background, prompt, language, and branding preferences. Error details may be returned in the response for unsuccessful requests.

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Get Traffic Analytics Report

Tool to retrieve traffic analytics for a CustomGPT agent/project. Returns user traffic metrics including unique visitors, session counts, geographic distribution, and device types. Use this to understand who's using your agent and how they're accessing it.

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Get Usage Limits

Get account usage and limits for projects, storage credits, and API queries. Missing usage or limit fields are returned as zero.

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List Agent Documents

Lists documents in a CustomGPT agent's knowledge base, including webpages and uploaded files. Returns page records and supports filtering by crawl or index status and pagination.

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List Agent Sources

Tool to list all data sources connected to an agent. Returns sources from various origins like sitemaps, Google Drive folders, SharePoint sites, or uploaded files. Use this to manage what content feeds into an agent's knowledge base.

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List Conversation Messages

Retrieve messages from a CustomGPT conversation, including user queries and AI responses. Returns an empty list for HTTP 204 or 404; paginated responses yield the returned page of messages.

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List CustomGPT Project Licenses

List licenses for a CustomGPT project or agent using its numeric project ID. Use this to check the project's license records and their details, such as type, status, and timestamps.

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List CustomGPT Projects

Lists all CustomGPT projects (agents) for the authenticated user. Returns projects with full details including ID, name, type, chat status, and timestamps. Supports pagination via the 'page' parameter. Use this to discover available projects or iterate through all projects.

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List Persona Versions

Tool to list persona versions for a CustomGPT agent. Use when you need to view the version history of an agent's persona. Every time the persona is updated, a snapshot is automatically saved, allowing you to view changes over time or restore a previous version. Results are paginated. Requires Custom plan.

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Reindex Page

Starts reindexing a URL-based document in a CustomGPT knowledge base to update its content. The response indicates whether the update process started.

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Search Team Members

Tool to search for team members by email address or user ID. Use this to find users when assigning permissions or managing team access. Requires Owner or Admin role to execute.

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Submit Message Feedback

Tool to submit feedback (thumbs up/down) for a message in a CustomGPT conversation. Use this to record user satisfaction signals that help identify which AI responses are helpful and which need improvement. Feedback can be changed by submitting a new reaction value.

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Update Page Metadata

Updates metadata for a specific page in a CustomGPT project, including its title, description, URL, and image.

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Update Project

Updates an existing CustomGPT agent's name or project configuration, including sharing, sitemap, license, and document-processing settings. Returns updated project details.

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Update Project License

Updates the name of an existing license for a CustomGPT project/agent. Prerequisites: - The project must have licenses enabled in its plan - Both project ID and license ID must be valid and exist - Use List Projects to get valid project IDs - Use List Project Licenses to get valid license IDs for a project This action only updates the license name. Other license properties cannot be modified through this endpoint.

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Update Project Settings

Update CustomGPT agent configuration settings. Updates persona instructions, response format, citation style, branding, and deployment settings. Only include fields you want to change - omitted fields retain their current values. Use this to configure agent behavior, customize appearance, or adjust user experience settings.

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Update Source Settings

Update settings for a CustomGPT agent data source, including auto-sync frequency, refresh behavior, JavaScript execution, image extraction, page creation and removal, and custom refresh schedules.

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Update User Profile

Updates the authenticated user's profile information in CustomGPT. Use this action to modify profile details such as the user's display name, email address, or profile photo URL. All fields are optional - only the fields you provide will be updated. The action returns the complete updated user profile.

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Verify Message Accuracy

Trigger verification of a message in a CustomGPT conversation. The response can include a confirmation message and status.

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How the Customgpt integration works

The Customgpt integration connects your Dench AI CRM directly to Customgpt, so agents can read and act on your Customgpt data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

40 actions are available for agents to invoke on your behalf. Every call runs through Customgpt's own authorization, scoped to the account you connect.

Set up Customgpt in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Customgpt and click Connect — you'll authorize access through Customgpt's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Customgpt in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Customgpt integration work with Dench?

The Dench Customgpt integration connects your AI CRM to Customgpt, so AI agents can work with your Customgpt data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Customgpt via Dench?

The Customgpt integration currently exposes 40 actions, including Activate Persona Version, Add Source to Project, Clone CustomGPT Project, Create Conversation, Create CustomGPT Project, and Delete CustomGPT Project. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Customgpt to Dench?

No. You connect Customgpt from your Dench workspace using Customgpt's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Customgpt integration secure?

Connections are authorized through Customgpt's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Customgpt connection from your workspace settings at any time.

Customgpt | Dench AI CRM