Your Five Dots access.
Use the account and connection details provided when you are invited. Each person connects with their own access.
SUPPORT & SETUP
Connect Five Dots.
Start with one question.
Bring the RevOps method into your AI assistant, connect the context you choose, and work through your first question together.
Waiting for access? Five Dots is opening to a small first cohort. Join the waitlist; setup starts once you have access. Joining the waitlist does not create a product account.
BEFORE YOU START
Three things to have ready.
Your AI workspace.
You need your own AI subscription and permission to add a custom connection. Your provider’s plan and your workspace administrator determine what is available.
A question and some context.
Start with your business brief, existing decisions and relevant documents. Add your CRM or other tools when the question needs them.
CONNECT THE PLUG-IN
Set up in Claude.
This is the connection flow documented in your Five Dots account. For another assistant, check the options below.
Get your connection details.
Sign in to your Five Dots account and find “Connect your Claude”. Copy the connector URL shown there.
Add Five Dots.
In Claude, open Settings → Connectors → Add custom connector. Name it Five Dots and paste your connector URL. If the option is unavailable, ask your workspace administrator about custom connectors.
Sign in and enable the connection.
Complete the sign-in prompt using your Five Dots account, then make the connector available in the conversation you want to use. Follow any account-specific instructions shown during setup.
Start a conversation.
Ask your assistant to use Five Dots. It should read the method, establish the scope with you and explain what context is needed.
“Use Five Dots to review our sales process. Start with our business brief and existing documents, and tell me what else you need.”
Menu names can change. Claude’s current connector guide ↗
YOUR CHOICE OF AICheck the workspace,
Check the workspace,
as well as the assistant.
Connection options differ by product, plan and administrator settings. A provider’s support for custom connections does not confirm that every Five Dots workflow has been tested in your setup. We can help check yours before you start.
Claude- Start with the custom connector steps above. An organisation administrator may need to enable the connection.
ChatGPT- Check whether your workspace permits custom MCP apps and who can add them. OpenAI’s app setup guide ↗
Microsoft Copilot- Confirm which Copilot product you use. Microsoft documents an MCP connection route in Copilot Studio; that is a specific agent-building setup. Copilot Studio guide ↗
Gemini- Tell us which Gemini product or workspace you use so we can check the connection route with you. Setup instructions depend on the environment.
Langdock- Ask your workspace administrator which custom integrations are enabled, then contact us to confirm the Five Dots setup for your workspace.
Cursor- Add Five Dots as a remote MCP server using your connector URL, then complete the sign-in prompt. Your team may need to allow the connection. Cursor’s MCP setup guide ↗
What is MCP?
MCP is the connection standard used to give an AI assistant access to tools. Five Dots uses it to supply its method. Your CRM and document connections are set up separately in your AI workspace.
MAKE IT USEFULFour habits that
Four habits that
make Five Dots better.
The method is the same for everyone. What it can do for you depends on what your assistant can see, what it remembers and who is in the room.
Connect more than the CRM.
Every tool your assistant can reach makes Five Dots better: CRM, knowledge base, marketing and billing platforms, Slack, the project board. One connector gives a thin picture. The full stack runs the audit on evidence.
Let it build a company memory.
On the first run your assistant creates a “Your company — Five Dots” workspace in a store you already use and keeps findings, decisions and a journal there. Every session starts by reading it, so it gets smarter each time. Keep that one workspace; do not start fresh.
Bring your team in.
Invite the people who own each area: sales for pipeline, marketing for lead flow, RevOps for data, finance for ARR. Each picks up their module from their own assistant, and the shared workspace keeps everyone on one record.
Run it where your team already talks.
If your company uses Claude in Slack, add Five Dots to that channel. Assignments and findings land where the team already reads, and anyone can continue their module from there.
Connect only the tools you want your AI assistant to use, with the permissions appropriate to the work.
No live CRM connection? Start with an interview or a small, relevant export in your own AI workspace. Missing evidence should be marked as not assessed. Larger datasets may need a sample or summary.
Review proposed changes and test them in a sandbox before putting them into production. What can be read or changed depends on the connectors and permissions available in your assistant.
Five Dots supplies the method. Business records and audit findings are not returned to the methodology service. Your AI provider and connected tools process information under your agreements with them. Read about data and permissions →
I cannot add the connection.
Check that your AI workspace permits custom connectors or apps. Ask your administrator if the option is missing, and confirm that your Five Dots access is active. If you still cannot connect, email us with the assistant name and the error message.
Five Dots cannot see my CRM or documents.
The Five Dots connection supplies the method. Enable your CRM or document connector separately in the same AI workspace and check your access to the source. You can continue with an interview or a relevant export while a connection is unavailable.
How do I continue a previous session?
Use the same connected workspace where you saved your findings and decisions. Ask your assistant to “continue where we left off with Five Dots” and have it read the saved record before continuing.
How do I contact support?
Email help@fivedots.ai with what you tried, what happened and the tools involved. Leave out customer records, business figures and credentials.