Integration · CRM

Chat with Crossbeam.

Find overlapping accounts and partners and read ecosystem activity in Crossbeam. Ask in plain English, and get the answer with its source linked.

Free: 30 answers a day, plus 300 trial credits for every other model. No card.

Crossbeam Chat with Work
Read by default Read-only No index

It reads

  • Find overlapping accounts and partners and read ecosystem activity in Crossbeam

It changes

Nothing. It only reads Crossbeam.

It never

  • Builds an index
  • Sees what you can't
  • Trains a model
  • Changes anything unasked

Read-only, and only your Crossbeam.

It sees what your Crossbeam account can see, and nothing more.

It reads through Crossbeam's own MCP server, only when you ask. None of it trains a model. More on the security page.

Disconnect any time.

In Chat with Work
Settings, Connectors, Disconnect. Its tokens and what it cached are deleted.
Or pause it
A paused connector stays connected, but the assistant can't use it until you resume it.
More than one account
Connect each one, and name it. The assistant knows which is which, and each account keeps its own access level.

Connect Crossbeam.

One sign-in. You can disconnect just as fast.

Free: 30 answers a day, plus 300 trial credits for every other model. No card.