Getting help with obi

Write to support@getobi.app. Tell us the workspace you were in, what you asked for, and roughly when, and if it happened in ChatGPT or another assistant, say which one.

obi is operated by CatalystIQ LLC. The same address takes questions about the privacy policy and the terms.

In ChatGPT:

1. Open Settings, then Plugins.
2. Select Obi.
3. Open Connection, or the plugin’s more options menu (•••), and select Disconnect.

ChatGPT then stops asking obi for new access. An access token it already holds keeps working for up to fifteen minutes. If you own the workspace and it had no agent connected, the connection became the workspace’s agent, and any owner can disconnect it from the workspace’s Settings, under Agent. That ends its access at once, even with a token it already holds. Any other connection acts as you, with your role, and you can withdraw it yourself on Connected apps in your obi account. That stops obi giving it new access unless you allow it again; a token it already holds still works for up to fifteen minutes.

Disconnecting deletes nothing in obi. What was changed through ChatGPT stays in the workspace, recorded with who made it, and ChatGPT keeps its own conversations under its own controls.

In a ChatGPT Business, Enterprise or Edu workspace, an admin decides whether obi is available and which of its actions are turned on. If a button in an obi card is not allowed there, ChatGPT will not run it, and after two tries the card turns read-only with Open in obi, where you can do the same thing.

Connect obi from your own ChatGPT account. obi records what you do as you, so on a connection that more than one account shares, it turns the card buttons off once a second account uses it. To use them again, whoever made that connection withdraws it on Connected apps in their obi account (if you cannot reach them, write to support), then connect again from your own account.

ChatGPT works in the workspaces you belong to, with the access your role gives you there and nothing more. It can tell you what is open, late or coming up, and it can make changes:

• create, update, tag, reorder and delete tasks, and restore a deleted one;
• move a task to another status, complete it, reassign it, or file it under a project;
• hand a task to an agent or take it back;
• comment on tasks, and share a comment with an external assignee once a person approves it;
• add, change and delete calendar entries;
• upload files from Codex, file what a skill produced, and create, rename and move folders;
• file a file you attached in ChatGPT;
• classify, move, replace, delete and re-read documents;
• write, update, move and archive knowledge pages, and rename or merge their tags;
• create projects and set their status;
• create and update records such as quotes and contacts, link and unlink them, and move one into a project;
• set and remove budget lines, and record costs;
• file conversations it relayed to you from other channels, never this chat, with the messages and any stop request a participant made.

A change that needs a person’s approval waits for one. If your role in a workspace only lets you read, or shows you only part of it, the same holds in ChatGPT.

Some decisions are a person’s to make, and obi does not let an assistant make them for you. When an agent acts on the word of someone outside your team, such as a quote that came in through a chat, or when a project’s rules call for sign-off, the change waits as an approval until an owner or member of the workspace approves or declines it. Owner settings and removing a workspace are a person’s too.

In ChatGPT, the approvals waiting on you open as a card, where you approve or decline each one yourself. In obi they are listed on the workspace’s overview, under Needs you. obi records the decision; it moves no money.