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About 10 min

How to set up OpenAI Dots

Your first Dot takes about ten minutes. The important part is not the avatar, it is the rules you set before connecting your inbox.

What you need

  • ChatGPT Pro ($100, $200 or $500) or a Business Premium seat
  • The ChatGPT desktop app or ChatGPT in a browser (setup is not possible on mobile)
  • A country where your plan includes Dots

Steps

  1. 1

    Open Dots on desktop or web

    Sign in to ChatGPT on the desktop app or the web and open Dots from the sidebar, or start one from Codex. The first setup has to happen there; afterwards your Dot is on mobile too.

  2. 2

    Name it and choose its look

    Give your primary Dot a name, colour, eye shape and accessories. You can change them any time, so do not overthink it.

  3. 3

    Connect only the apps it needs

    Add apps from the plugin directory one by one. For the first week, connect email and calendar read-only if the app allows it, and skip banking and admin tools.

  4. 4

    Write Custom Rules

    Open the rules panel and set what the Dot may do alone, what needs approval and what is banned. Paste the output of our rules generator as a starting point.

  5. 5

    Add Slack or Teams if you work there

    Install the Dots integration in Slack or Microsoft Teams so you can message your Dot where your team already talks. Context carries over between surfaces.

  6. 6

    Give it a read-only first task

    Ask for a morning digest of important emails and today's meetings. Watch the Activity View to see how it works before letting it send anything.

Tips from experience

  • Proactive research only reads. If your Dot suggests an action, it still needs your approval to send or change anything.
  • Use the Take over button when it gets stuck in a website; it is faster than explaining.
  • If you do not want your Dot's work used for training on a personal plan, turn off Improve the model for everyone in data controls.