Skip to main content
    PROVENTrusted by 200+ founders · 42 verified reviews · trained on $17M+ in client revenue
    Part of the Agile Growth Labs library. Book a call →
    ChatGPT connector

    How to keep client context in ChatGPT for every account

    ChatGPT Projects and custom GPTs can keep instructions and files inside ChatGPT for the people using them. Portable Delivery Intelligence adds each client's strategy, rules, priorities and approvals in 1 place. Every AI tool and every teammate on the account works from that source, while human review stays in control.

    What ChatGPT does well

    Project context

    Projects can group chats, files and instructions around a client.

    Custom GPTs

    Teams can set repeatable instructions for a defined task.

    Daily work

    ChatGPT can help draft, review and organize client work.

    Where agencies hit the limit

    The context stays inside ChatGPT. Work in another tool or with another teammate can start from zero. Client decisions can also drift when the source is not shared across the account.

    How the connection works

    Add ChatGPT as a connector. Load each client's strategy, rules, priorities and approvals. The team works from that context. Approvals stay human.

    Setup in 3 steps

    1

    Connect

    Add ChatGPT to the client delivery system.

    2

    Load

    Add the current client strategy, rules, priorities and approvals.

    3

    Run

    Use live work to test the context and human approval steps.

    Learn the system

    Read how Portable Delivery Intelligence carries client context. Then see the agency capacity model.

    Questions

    Does Portable Delivery Intelligence replace ChatGPT?

    No. ChatGPT stays in your stack. Portable Delivery Intelligence supplies the client context around the work.

    Is this an official ChatGPT partnership?

    No partnership or certification is claimed. The install uses ChatGPT as a connector in the agency's delivery system.

    Do approvals stay human?

    Yes. People review and approve work before it moves forward.

    Can each client have separate context?

    Yes. Each client gets its own strategy, rules, priorities and approvals.

    Bring one client account.

    We map where your team's time leaks.